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 | $143,684 | $107,452+33.7% | $91,541+57.0% | $142,382+0.9% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.8%-53.1pp | 80.1%-63.5pp |
| Annual return | 16.82% | 22.06%-5.2pp | 20.50%-3.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $865 | $2,994-71.1% | $2,505-65.5% | $4,299-79.9% |
| Participant deferral / active EE | $2,653 | $4,754-44.2% | $4,008-33.8% | $6,507-59.2% |
| Admin fee / account holder | $11,170 | $8,834+26.4% | $6,956+60.6% | $12,624-11.5% |