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 | $156,686 | $177,572-11.8% | $154,803+1.2% | $142,382+10.0% |
| Participation rate | 56.5% | 82.1%-25.5pp | 78.1%-21.5pp | 80.1%-23.6pp |
| Annual return | 17.06% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,075 | $4,810-36.1% | $4,305-28.6% | $4,299-28.5% |
| Participant deferral / active EE | $7,342 | $6,272+17.1% | $5,540+32.5% | $6,507+12.8% |
| Admin fee / account holder | $2,638 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |