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 9-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 | $136,098 | $50,958+167.1% | $74,550+82.6% | $64,186+112.0% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.1%-6.0pp | 69.6%-6.4pp |
| Annual return | 25.72% | -1.86%+27.6pp | 32.53%-6.8pp | 7.63%+18.1pp |
| Employer contribution / active EE | $1,877 | $1,115+68.3% | $1,961-4.3% | $2,381-21.2% |
| Participant deferral / active EE | $4,168 | $2,301+81.1% | $3,108+34.1% | $3,470+20.1% |
| Admin fee / account holder | $41,251 | $4,223+876.9% | $5,060+715.3% | $4,888+743.9% |