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 | $162,186 | $51,576+214.5% | $129,207+25.5% | $80,856+100.6% |
| Participation rate | 34.2% | 57.0%-22.8pp | 69.6%-35.4pp | 67.6%-33.4pp |
| Annual return | 16.80% | 20.81%-4.0pp | 9417.33%-9400.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,551 | $1,584-2.1% | $4,153-62.7% | $2,755-43.7% |
| Participant deferral / active EE | $2,875 | $2,669+7.7% | $4,168-31.0% | $4,296-33.1% |
| Admin fee / account holder | $4,823 | $4,305+12.0% | $7,715-37.5% | $6,918-30.3% |