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 | $131,193 | $108,825+20.6% | $156,181-16.0% | $82,448+59.1% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 17.74% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,919 | $2,870+1.7% | $4,294-32.0% | $2,551+14.4% |
| Participant deferral / active EE | $5,373 | $4,577+17.4% | $6,132-12.4% | $4,139+29.8% |
| Admin fee / account holder | $814 | $9,341-91.3% | $14,586-94.4% | $7,234-88.7% |