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 | $243,152 | $71,050+242.2% | $93,606+159.8% | $80,856+200.7% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.7pp |
| Annual return | 35.15% | 11.26%+23.9pp | 133.20%-98.0pp | 35.59%-0.4pp |
| Employer contribution / active EE | $1,945 | $1,564+24.4% | $2,420-19.6% | $2,755-29.4% |
| Participant deferral / active EE | $4,556 | $4,034+13.0% | $4,411+3.3% | $4,296+6.1% |
| Admin fee / account holder | $1,495 | $6,945-78.5% | $8,285-82.0% | $6,918-78.4% |