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 | $119,426 | $74,927+59.4% | $101,794+17.3% | $84,808+40.8% |
| Participation rate | 38.9% | 61.4%-22.5pp | 69.2%-30.3pp | 68.3%-29.4pp |
| Annual return | 14.25% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,106 | $1,522-27.3% | $2,289-51.7% | $2,631-58.0% |
| Participant deferral / active EE | $3,262 | $3,099+5.3% | $4,084-20.1% | $4,212-22.5% |
| Admin fee / account holder | $2,269 | $6,514-65.2% | $8,777-74.1% | $7,344-69.1% |