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 | $155,205 | $74,927+107.1% | $101,794+52.5% | $84,808+83.0% |
| Participation rate | 22.9% | 61.4%-38.5pp | 69.2%-46.3pp | 68.3%-45.5pp |
| Annual return | 15.06% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,264 | $1,522-16.9% | $2,289-44.8% | $2,631-52.0% |
| Participant deferral / active EE | $1,972 | $3,099-36.4% | $4,084-51.7% | $4,212-53.2% |
| Admin fee / account holder | $8,813 | $6,514+35.3% | $8,777+0.4% | $7,344+20.0% |