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 | $77,311 | $56,060+37.9% | $76,002+1.7% | $80,874-4.4% |
| Participation rate | 31.1% | 62.0%-30.9pp | 69.1%-37.9pp | 67.6%-36.5pp |
| Annual return | 13.76% | 20.54%-6.8pp | 360.07%-346.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,127 | $1,873-39.8% | $2,688-58.1% | $2,756-59.1% |
| Participant deferral / active EE | $2,028 | $3,051-33.5% | $4,257-52.4% | $4,297-52.8% |
| Admin fee / account holder | $3,889 | $5,237-25.8% | $6,414-39.4% | $6,935-43.9% |