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 | $133,864 | $115,882+15.5% | $100,516+33.2% | $158,922-15.8% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 9.69% | 34.79%-25.1pp | 30.89%-21.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $818 | $4,103-80.1% | $3,418-76.1% | $4,761-82.8% |
| Participant deferral / active EE | $6,470 | $6,674-3.1% | $6,270+3.2% | $5,982+8.2% |
| Admin fee / account holder | $23,802 | $10,995+116.5% | $8,081+194.5% | $11,246+111.6% |