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 8-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 | $107,069 | $49,227+117.5% | $70,449+52.0% | $79,858+34.1% |
| Participation rate | 55.6% | 69.2%-13.6pp | 75.1%-19.5pp | 69.6%-14.1pp |
| Annual return | 16.59% | 30.06%-13.5pp | 109.03%-92.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,202 | $2,099-42.7% | $2,737-56.1% | $2,471-51.4% |
| Participant deferral / active EE | $2,861 | $2,768+3.4% | $3,709-22.9% | $3,740-23.5% |
| Admin fee / account holder | $972 | $2,878-66.2% | $3,845-74.7% | $5,306-81.7% |