See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,698 | $73,933+38.9% | $96,683+6.2% | $75,163+36.6% |
| Participation rate | 58.3% | 66.4%-8.1pp | 74.3%-16.0pp | 67.2%-8.9pp |
| Annual return | 18.55% | 26.70%-8.2pp | 35.69%-17.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,887 | $2,928-35.5% | $3,737-49.5% | $2,670-29.3% |
| Participant deferral / active EE | $4,317 | $3,659+18.0% | $4,878-11.5% | $4,125+4.6% |
| Admin fee / account holder | $1,242 | $5,216-76.2% | $6,730-81.5% | $5,651-78.0% |