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 | $74,217 | $48,230+53.9% | $67,502+9.9% | $80,856-8.2% |
| Participation rate | 63.0% | 66.4%-3.4pp | 72.9%-9.9pp | 67.6%-4.7pp |
| Annual return | 14.08% | 18.28%-4.2pp | 3512.12%-3498.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,125 | $2,020+104.2% | $2,731+51.1% | $2,755+49.7% |
| Participant deferral / active EE | $7,191 | $2,924+146.0% | $4,000+79.8% | $4,296+67.4% |
| Admin fee / account holder | $5,149 | $3,681+39.9% | $3,998+28.8% | $6,918-25.6% |