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 8-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 | $157,731 | $81,248+94.1% | $155,509+1.4% | $80,856+95.1% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.3pp | 67.6%-13.8pp |
| Annual return | 11.33% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,986 | $3,100-3.7% | $4,672-36.1% | $2,755+8.4% |
| Participant deferral / active EE | $5,844 | $3,452+69.3% | $5,626+3.9% | $4,296+36.0% |
| Admin fee / account holder | $18,389 | $7,997+129.9% | $15,912+15.6% | $6,918+165.8% |