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 4-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 | $136,366 | $117,983+15.6% | $101,794+34.0% | $142,382-4.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 20.31% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,096 | $2,773-24.4% | $2,289-8.4% | $4,299-51.3% |
| Participant deferral / active EE | $8,172 | $4,714+73.4% | $4,084+100.1% | $6,507+25.6% |
| Admin fee / account holder | $7,209 | $10,433-30.9% | $8,777-17.9% | $12,624-42.9% |