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 | $119,489 | $95,803+24.7% | $113,168+5.6% | $84,808+40.9% |
| Participation rate | 67.7% | 72.9%-5.1pp | 76.6%-8.8pp | 68.3%-0.6pp |
| Annual return | 18.40% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,229 | $2,360-47.9% | $2,975-58.7% | $2,631-53.3% |
| Participant deferral / active EE | $3,970 | $4,242-6.4% | $5,107-22.3% | $4,212-5.7% |
| Admin fee / account holder | $6,261 | $8,989-30.3% | $12,068-48.1% | $7,344-14.7% |