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 | $207,890 | $100,326+107.2% | $180,183+15.4% | $84,808+145.1% |
| Participation rate | 28.1% | 71.0%-42.9pp | 77.4%-49.3pp | 68.3%-40.2pp |
| Annual return | 20.19% | 17.86%+2.3pp | 27.86%-7.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,972 | $3,269-9.1% | $5,039-41.0% | $2,631+12.9% |
| Participant deferral / active EE | $5,663 | $5,066+11.8% | $6,822-17.0% | $4,212+34.5% |
| Admin fee / account holder | $2,104 | $9,674-78.2% | $19,975-89.5% | $7,344-71.3% |