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 | $244,445 | $239,571+2.0% | $183,328+33.3% | $137,256+78.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 80.0%-20.0pp |
| Annual return | 11.08% | 35.69%-24.6pp | 29.67%-18.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,505 | $6,148-43.0% | $5,055-30.7% | $4,156-15.7% |
| Participant deferral / active EE | $11,497 | $7,995+43.8% | $6,795+69.2% | $6,407+79.5% |
| Admin fee / account holder | $15,869 | $30,059-47.2% | $21,427-25.9% | $12,270+29.3% |