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 | $188,039 | $102,245+83.9% | $89,340+110.5% | $137,256+37.0% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 23.43% | 21.89%+1.5pp | 20.57%+2.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $18,364 | $2,529+626.1% | $2,231+723.0% | $4,156+341.9% |
| Participant deferral / active EE | $2,283 | $4,436-48.5% | $3,823-40.3% | $6,407-64.4% |
| Admin fee / account holder | $32,299 | $8,085+299.5% | $6,704+381.8% | $12,270+163.2% |