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 | $115,652 | $109,881+5.3% | $150,045-22.9% | $84,808+36.4% |
| Participation rate | 45.0% | 76.1%-31.1pp | 82.3%-37.3pp | 68.3%-23.3pp |
| Annual return | 21.62% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $7,737 | $3,561+117.3% | $4,693+64.9% | $2,631+194.1% |
| Participant deferral / active EE | $4,320 | $6,636-34.9% | $7,997-46.0% | $4,212+2.6% |
| Admin fee / account holder | $2,084 | $8,568-75.7% | $13,435-84.5% | $7,344-71.6% |