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 7-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 | $160,651 | $89,753+79.0% | $107,525+49.4% | $84,808+89.4% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 18.75% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,223 | $3,113-28.6% | $3,754-40.8% | $2,631-15.5% |
| Participant deferral / active EE | $4,986 | $4,056+22.9% | $5,116-2.5% | $4,212+18.4% |
| Admin fee / account holder | $1,196 | $7,222-83.4% | $8,919-86.6% | $7,344-83.7% |