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 | $126,116 | $81,460+54.8% | $103,333+22.0% | $80,856+56.0% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.6%-6.3pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,016 | $3,105-35.1% | $3,868-47.9% | $2,755-26.8% |
| Participant deferral / active EE | $4,569 | $3,869+18.1% | $5,057-9.7% | $4,296+6.4% |
| Admin fee / account holder | $2,436 | $6,566-62.9% | $8,355-70.8% | $6,918-64.8% |