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 | $114,088 | $98,750+15.5% | $149,696-23.8% | $79,858+42.9% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 12.88% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,867 | $3,216-42.0% | $4,644-59.8% | $2,471-24.5% |
| Participant deferral / active EE | $4,531 | $5,680-20.2% | $6,842-33.8% | $3,740+21.2% |
| Admin fee / account holder | $506 | $6,053-91.6% | $9,309-94.6% | $5,306-90.5% |