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 | $161,207 | $70,669+128.1% | $169,368-4.8% | $75,163+114.5% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | 17.37% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,214 | $2,211+0.1% | $4,013-44.8% | $2,670-17.1% |
| Participant deferral / active EE | $5,252 | $4,311+21.9% | $6,221-15.6% | $4,125+27.3% |
| Admin fee / account holder | $3,085 | $5,402-42.9% | $9,003-65.7% | $5,651-45.4% |