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 | $154,578 | $99,985+54.6% | $146,665+5.4% | $85,850+80.1% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 20.23% | 18.93%+1.3pp | 22.74%-2.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,655 | $2,559-35.3% | $4,136-60.0% | $2,565-35.5% |
| Participant deferral / active EE | $3,448 | $4,006-13.9% | $5,506-37.4% | $3,952-12.7% |
| Admin fee / account holder | $851 | $7,702-88.9% | $10,280-91.7% | $6,260-86.4% |