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 | $117,818 | $94,625+24.5% | $116,228+1.4% | $84,808+38.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 21.02% | 20.40%+0.6pp | 90.06%-69.0pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,608 | $2,347+11.1% | $2,994-12.9% | $2,631-0.9% |
| Participant deferral / active EE | $6,262 | $3,972+57.7% | $4,953+26.4% | $4,212+48.7% |
| Admin fee / account holder | $4,362 | $10,091-56.8% | $11,989-63.6% | $7,344-40.6% |