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 | $146,145 | $58,694+149.0% | $142,863+2.3% | $85,850+70.2% |
| Participation rate | 45.1% | 58.5%-13.4pp | 71.9%-26.8pp | 69.3%-24.2pp |
| Annual return | 14.86% | 27.72%-12.9pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,718 | $1,423+20.8% | $4,144-58.5% | $2,565-33.0% |
| Participant deferral / active EE | $3,448 | $2,607+32.2% | $3,837-10.1% | $3,952-12.7% |
| Admin fee / account holder | $16,694 | $4,239+293.8% | $6,560+154.5% | $6,260+166.7% |