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 3-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 | $117,783 | $78,520+50.0% | $96,576+22.0% | $82,448+42.9% |
| Participation rate | 64.7% | 77.7%-13.0pp | 81.4%-16.7pp | 68.1%-3.4pp |
| Annual return | 17.40% | 41.30%-23.9pp | 38.47%-21.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,581 | $2,630+74.2% | $3,553+28.9% | $2,551+79.6% |
| Participant deferral / active EE | $7,910 | $6,754+17.1% | $7,956-0.6% | $4,139+91.1% |
| Admin fee / account holder | $11,553 | $13,455-14.1% | $11,381+1.5% | $7,234+59.7% |