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 | $235,040 | $117,983+99.2% | $101,794+130.9% | $142,382+65.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 17.97% | 36.92%-18.9pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $760 | $2,773-72.6% | $2,289-66.8% | $4,299-82.3% |
| Participant deferral / active EE | $4,700 | $4,714-0.3% | $4,084+15.1% | $6,507-27.8% |
| Admin fee / account holder | $1,668 | $10,433-84.0% | $8,777-81.0% | $12,624-86.8% |