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 | $137,366 | $86,929+58.0% | $102,423+34.1% | $80,856+69.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 17.22% | 18.88%-1.7pp | 29.32%-12.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,960 | $2,369-17.3% | $3,023-35.2% | $2,755-28.9% |
| Participant deferral / active EE | $4,538 | $4,118+10.2% | $5,053-10.2% | $4,296+5.6% |
| Admin fee / account holder | $7,817 | $8,049-2.9% | $9,451-17.3% | $6,918+13.0% |