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 | $140,291 | $112,729+24.4% | $98,716+42.1% | $137,256+2.2% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 14.58% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,522 | $2,725-7.5% | $2,279+10.7% | $4,156-39.3% |
| Participant deferral / active EE | $6,637 | $4,640+43.0% | $4,048+64.0% | $6,407+3.6% |
| Admin fee / account holder | $1,002 | $10,129-90.1% | $8,703-88.5% | $12,270-91.8% |