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 | $132,109 | $110,257+19.8% | $96,544+36.8% | $139,434-5.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 18.62% | 26.32%-7.7pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,449 | $3,620-60.0% | $2,965-51.1% | $4,751-69.5% |
| Participant deferral / active EE | $5,702 | $5,548+2.8% | $4,851+17.5% | $6,710-15.0% |
| Admin fee / account holder | $461 | $11,591-96.0% | $8,252-94.4% | $11,403-96.0% |