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 | $73,787+110.3% | $98,716+57.2% | $82,448+88.2% |
| Participation rate | 22.9% | 61.4%-38.6pp | 69.3%-46.4pp | 68.1%-45.2pp |
| Annual return | 15.06% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,264 | $1,511-16.3% | $2,279-44.5% | $2,551-50.4% |
| Participant deferral / active EE | $1,972 | $3,081-36.0% | $4,048-51.3% | $4,139-52.4% |
| Admin fee / account holder | $8,813 | $6,500+35.6% | $8,703+1.3% | $7,234+21.8% |