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 6-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 | $172,013 | $114,381+50.4% | $107,525+60.0% | $142,382+20.8% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 23.03% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,979 | $4,015-0.9% | $3,754+6.0% | $4,299-7.4% |
| Participant deferral / active EE | $11,307 | $5,564+103.2% | $5,116+121.0% | $6,507+73.8% |
| Admin fee / account holder | $1,269 | $9,860-87.1% | $8,919-85.8% | $12,624-89.9% |