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 | $156,741 | $101,724+54.1% | $164,813-4.9% | $80,856+93.9% |
| Participation rate | 34.3% | 71.8%-37.5pp | 78.6%-44.3pp | 67.6%-33.3pp |
| Annual return | 15.97% | 16.72%-0.7pp | 69.93%-54.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,085 | $2,953-63.3% | $4,341-75.0% | $2,755-60.6% |
| Participant deferral / active EE | $2,834 | $4,477-36.7% | $6,031-53.0% | $4,296-34.0% |
| Admin fee / account holder | $1,128 | $8,227-86.3% | $12,690-91.1% | $6,918-83.7% |