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 8-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 | $131,257 | $87,166+50.6% | $76,735+71.1% | $137,256-4.4% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.5%-42.2pp | 80.0%-52.7pp |
| Annual return | 13.33% | 26.50%-13.2pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $711 | $2,904-75.5% | $2,454-71.0% | $4,156-82.9% |
| Participant deferral / active EE | $4,041 | $4,726-14.5% | $4,088-1.2% | $6,407-36.9% |
| Admin fee / account holder | $10,972 | $8,403+30.6% | $7,189+52.6% | $12,270-10.6% |