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 | $114,996 | $60,022+91.6% | $88,946+29.3% | $84,808+35.6% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 23.51% | 22.43%+1.1pp | 57.82%-34.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,328 | $1,703-22.0% | $2,555-48.0% | $2,631-49.5% |
| Participant deferral / active EE | $3,873 | $3,114+24.4% | $4,581-15.5% | $4,212-8.0% |
| Admin fee / account holder | $613 | $4,811-87.3% | $8,261-92.6% | $7,344-91.7% |