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 5-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 | $111,060 | $106,749+4.0% | $145,433-23.6% | $82,448+34.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 24.08% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $6,050 | $3,444+75.7% | $4,554+32.8% | $2,551+137.2% |
| Participant deferral / active EE | $7,962 | $6,519+22.1% | $7,897+0.8% | $4,139+92.4% |
| Admin fee / account holder | $1,200 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |