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 | $44,984-8.4% | $85,009-51.5% | $74,546-44.7% |
| Participation rate | 52.6% | 49.4%+3.2pp | 67.5%-14.9pp | 67.2%-14.6pp |
| Annual return | 12.70% | 26.25%-13.6pp | 66.47%-53.8pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,797 | $1,458+23.2% | $2,728-34.1% | $2,624-31.5% |
| Participant deferral / active EE | $2,757 | $2,733+0.9% | $4,522-39.0% | $4,347-36.6% |
| Admin fee / account holder | $3,342 | $2,208+51.4% | $6,153-45.7% | $1,944+71.9% |