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 | $162,504 | $77,314+110.2% | $177,989-8.7% | $80,856+101.0% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.6%-15.6pp |
| Annual return | 17.01% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,061 | $2,292-10.1% | $3,949-47.8% | $2,755-25.2% |
| Participant deferral / active EE | $4,898 | $4,411+11.0% | $6,276-22.0% | $4,296+14.0% |
| Admin fee / account holder | $599 | $7,191-91.7% | $10,363-94.2% | $6,918-91.3% |