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 | $107,738 | $48,795+120.8% | $65,493+64.5% | $84,808+27.0% |
| Participation rate | 65.0% | 67.0%-2.0pp | 73.1%-8.1pp | 68.3%-3.3pp |
| Annual return | 17.95% | 20.20%-2.3pp | 982.45%-964.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,305 | $1,930+174.9% | $2,574+106.1% | $2,631+101.6% |
| Participant deferral / active EE | $8,541 | $2,928+191.6% | $3,961+115.6% | $4,212+102.8% |
| Admin fee / account holder | $4,315 | $3,877+11.3% | $5,028-14.2% | $7,344-41.2% |