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 | $100,733 | $59,101+70.4% | $77,163+30.5% | $75,163+34.0% |
| Participation rate | 30.6% | 63.9%-33.3pp | 69.6%-39.0pp | 67.2%-36.6pp |
| Annual return | 15.72% | 26.71%-11.0pp | 37.87%-22.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,876 | $2,999+29.2% | $3,833+1.1% | $4,125-6.0% |
| Admin fee / account holder | $5,657 | $4,774+18.5% | $5,472+3.4% | $5,651+0.1% |