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 | $134,338 | $95,803+40.2% | $113,168+18.7% | $84,808+58.4% |
| Participation rate | 59.5% | 72.9%-13.4pp | 76.6%-17.1pp | 68.3%-8.9pp |
| Annual return | 15.37% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,872 | $2,360+106.5% | $2,975+63.8% | $2,631+85.2% |
| Participant deferral / active EE | $6,145 | $4,242+44.9% | $5,107+20.3% | $4,212+45.9% |
| Admin fee / account holder | $1,652 | $8,989-81.6% | $12,068-86.3% | $7,344-77.5% |