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 | $151,990 | $118,427+28.3% | $66,042+130.1% | $142,382+6.7% |
| Participation rate | 57.1% | 68.1%-11.0pp | 67.5%-10.4pp | 80.1%-23.0pp |
| Annual return | 12.15% | 35.57%-23.4pp | 52.11%-40.0pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,299 | $2,570-49.4% | $1,579-17.7% | $4,299-69.8% |
| Participant deferral / active EE | $6,212 | $4,311+44.1% | $2,835+119.1% | $6,507-4.5% |
| Admin fee / account holder | $1,409 | $9,593-85.3% | $5,747-75.5% | $12,624-88.8% |