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 6-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 | $158,360 | $74,927+111.4% | $101,794+55.6% | $84,808+86.7% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.2%-21.0pp | 68.3%-20.2pp |
| Annual return | 15.05% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,023 | $1,522-32.8% | $2,289-55.3% | $2,631-61.1% |
| Participant deferral / active EE | $2,370 | $3,099-23.5% | $4,084-42.0% | $4,212-43.7% |
| Admin fee / account holder | $12,286 | $6,514+88.6% | $8,777+40.0% | $7,344+67.3% |