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 | $195,495 | $106,584+83.4% | $101,326+92.9% | $142,382+37.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 20.66% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,107 | $3,956+3.8% | $3,665+12.1% | $4,299-4.5% |
| Participant deferral / active EE | $11,949 | $8,297+44.0% | $7,994+49.5% | $6,507+83.6% |
| Admin fee / account holder | $727 | $11,446-93.6% | $11,185-93.5% | $12,624-94.2% |