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 | $143,770 | $53,777+167.3% | $134,143+7.2% | $79,858+80.0% |
| Participation rate | 36.7% | 58.8%-22.1pp | 72.2%-35.5pp | 69.6%-33.0pp |
| Annual return | 18.57% | 19.01%-0.4pp | 36.33%-17.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $890 | $1,321-32.7% | $3,704-76.0% | $2,471-64.0% |
| Participant deferral / active EE | $1,666 | $2,420-31.2% | $3,499-52.4% | $3,740-55.5% |
| Admin fee / account holder | $11,750 | $3,984+194.9% | $6,684+75.8% | $5,306+121.4% |