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 | $122,377 | $95,266+28.5% | $82,389+48.5% | $142,382-14.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 19.34% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,624 | $2,991-12.3% | $2,517+4.2% | $4,299-39.0% |
| Participant deferral / active EE | $5,318 | $4,809+10.6% | $4,155+28.0% | $6,507-18.3% |
| Admin fee / account holder | $4,103 | $8,563-52.1% | $7,231-43.3% | $12,624-67.5% |