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 | $41,211 | $44,960-8.3% | $84,966-51.5% | $74,495-44.7% |
| Participation rate | 52.6% | 49.4%+3.2pp | 67.5%-14.9pp | 67.2%-14.6pp |
| Annual return | 12.70% | 26.24%-13.5pp | 66.38%-53.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,797 | $1,457+23.3% | $2,727-34.1% | $2,623-31.5% |
| Participant deferral / active EE | $2,757 | $2,731+1.0% | $4,519-39.0% | $4,346-36.6% |
| Admin fee / account holder | $3,342 | $2,209+51.3% | $6,149-45.6% | $1,942+72.1% |