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 | $206,093 | $172,111+19.7% | $150,298+37.1% | $137,256+50.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 22.70% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $4,122 | $4,636-11.1% | $4,154-0.8% | $4,156-0.8% |
| Participant deferral / active EE | $7,742 | $6,166+25.6% | $5,453+42.0% | $6,407+20.8% |
| Admin fee / account holder | $1,428 | $16,471-91.3% | $14,116-89.9% | $12,270-88.4% |