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 8-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 | $97,274 | $63,904+52.2% | $89,340+8.9% | $67,986+43.1% |
| Participation rate | 27.6% | 54.3%-26.7pp | 69.6%-41.9pp | 57.2%-29.6pp |
| Annual return | 15.20% | 18.09%-2.9pp | 20.57%-5.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,214 | $1,627-25.4% | $2,231-45.6% | $2,019-39.9% |
| Participant deferral / active EE | $3,037 | $2,691+12.8% | $3,823-20.6% | $3,358-9.6% |
| Admin fee / account holder | $6,817 | $3,315+105.7% | $6,704+1.7% | $3,203+112.8% |