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 | $135,038 | $94,625+42.7% | $116,228+16.2% | $84,808+59.2% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.6%-5.3pp | 68.3%+0.9pp |
| Annual return | 17.34% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,815 | $2,347+147.8% | $2,994+94.2% | $2,631+121.0% |
| Participant deferral / active EE | $4,800 | $3,972+20.8% | $4,953-3.1% | $4,212+14.0% |
| Admin fee / account holder | $5,430 | $10,091-46.2% | $11,989-54.7% | $7,344-26.1% |