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 | $124,431 | $60,022+107.3% | $88,946+39.9% | $84,808+46.7% |
| Participation rate | 44.0% | 57.8%-13.8pp | 68.8%-24.8pp | 68.3%-24.3pp |
| Annual return | 21.41% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,188 | $1,703-30.2% | $2,555-53.5% | $2,631-54.8% |
| Participant deferral / active EE | $3,950 | $3,114+26.9% | $4,581-13.8% | $4,212-6.2% |
| Admin fee / account holder | $1,529 | $4,811-68.2% | $8,261-81.5% | $7,344-79.2% |