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 | $152,008 | $159,602-4.8% | $150,045+1.3% | $142,382+6.8% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.3%-55.0pp | 80.1%-52.8pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,869 | $4,961-62.3% | $4,693-60.2% | $4,299-56.5% |
| Participant deferral / active EE | $3,209 | $8,310-61.4% | $7,997-59.9% | $6,507-50.7% |
| Admin fee / account holder | $4,740 | $14,846-68.1% | $13,435-64.7% | $12,624-62.4% |