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 | $145,765 | $127,065+14.7% | $113,168+28.8% | $142,382+2.4% |
| Participation rate | 52.6% | 79.2%-26.6pp | 76.6%-23.9pp | 80.1%-27.5pp |
| Annual return | 26.19% | 24.03%+2.2pp | 24.27%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,021 | $3,442-41.3% | $2,975-32.1% | $4,299-53.0% |
| Participant deferral / active EE | $4,007 | $5,716-29.9% | $5,107-21.5% | $6,507-38.4% |
| Admin fee / account holder | $1,334 | $15,736-91.5% | $12,068-88.9% | $12,624-89.4% |