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 7-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 | $44,279 | $51,576-14.1% | $129,207-65.7% | $80,856-45.2% |
| Participation rate | 56.8% | 57.0%-0.2pp | 69.6%-12.8pp | 67.6%-10.8pp |
| Annual return | 14.76% | 20.81%-6.0pp | 9417.33%-9402.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,434 | $1,584-9.5% | $4,153-65.5% | $2,755-48.0% |
| Participant deferral / active EE | $5,248 | $2,669+96.6% | $4,168+25.9% | $4,296+22.2% |
| Admin fee / account holder | $893 | $4,305-79.3% | $7,715-88.4% | $6,918-87.1% |