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 | $57,590+99.7% | $86,233+33.4% | $82,448+39.5% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 23.51% | 22.41%+1.1pp | 61.39%-37.9pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,328 | $1,655-19.8% | $2,504-47.0% | $2,551-47.9% |
| Participant deferral / active EE | $3,873 | $3,080+25.7% | $4,559-15.1% | $4,139-6.4% |
| Admin fee / account holder | $613 | $4,730-87.0% | $8,342-92.6% | $7,234-91.5% |