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 | $168,915 | $53,516+215.6% | $126,539+33.5% | $84,808+99.2% |
| Participation rate | 35.4% | 58.2%-22.8pp | 69.8%-34.4pp | 68.3%-32.9pp |
| Annual return | 13.51% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,636 | $1,535+6.6% | $3,674-55.5% | $2,631-37.8% |
| Participant deferral / active EE | $3,075 | $2,671+15.1% | $4,083-24.7% | $4,212-27.0% |
| Admin fee / account holder | $10,324 | $4,497+129.6% | $6,065+70.2% | $7,344+40.6% |