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 | $199,291 | $117,983+68.9% | $101,794+95.8% | $142,382+40.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 13.66% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,956 | $2,773-29.5% | $2,289-14.6% | $4,299-54.5% |
| Participant deferral / active EE | $8,126 | $4,714+72.4% | $4,084+99.0% | $6,507+24.9% |
| Admin fee / account holder | $44,961 | $10,433+330.9% | $8,777+412.3% | $12,624+256.2% |