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 | $152,862 | $95,803+59.6% | $113,168+35.1% | $84,808+80.2% |
| Participation rate | 65.7% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.6pp |
| Annual return | 19.33% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,458 | $2,360+4.1% | $2,975-17.4% | $2,631-6.6% |
| Participant deferral / active EE | $5,070 | $4,242+19.5% | $5,107-0.7% | $4,212+20.4% |
| Admin fee / account holder | $8,655 | $8,989-3.7% | $12,068-28.3% | $7,344+17.9% |