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 | $117,983+18.9% | $101,794+37.8% | $142,382-1.5% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 14.58% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,522 | $2,773-9.0% | $2,289+10.2% | $4,299-41.3% |
| Participant deferral / active EE | $6,637 | $4,714+40.8% | $4,084+62.5% | $6,507+2.0% |
| Admin fee / account holder | $1,002 | $10,433-90.4% | $8,777-88.6% | $12,624-92.1% |