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 8-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 | $115,663 | $77,899+48.5% | $149,673-22.7% | $75,163+53.9% |
| Participation rate | 69.0% | 65.6%+3.4pp | 78.8%-9.8pp | 67.2%+1.8pp |
| Annual return | 16.24% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,346 | $3,137-25.2% | $4,818-51.3% | $2,670-12.1% |
| Participant deferral / active EE | $5,183 | $3,411+51.9% | $5,680-8.8% | $4,125+25.6% |
| Admin fee / account holder | $736 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |