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 9-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 | $93,819 | $58,627+60.0% | $76,735+22.3% | $82,448+13.8% |
| Participation rate | 59.0% | 63.2%-4.2pp | 69.5%-10.5pp | 68.1%-9.1pp |
| Annual return | 14.27% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,738 | $1,729+58.3% | $2,454+11.5% | $2,551+7.3% |
| Participant deferral / active EE | $7,185 | $3,134+129.3% | $4,088+75.8% | $4,139+73.6% |
| Admin fee / account holder | $2,436 | $5,323-54.2% | $7,189-66.1% | $7,234-66.3% |