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 6-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 | $123,923 | $93,571+32.4% | $135,903-8.8% | $75,163+64.9% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 17.64% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,436 | $3,537-31.1% | $4,856-49.8% | $2,670-8.7% |
| Participant deferral / active EE | $5,076 | $6,404-20.7% | $7,758-34.6% | $4,125+23.1% |
| Admin fee / account holder | $4,462 | $6,975-36.0% | $10,762-58.5% | $5,651-21.0% |