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 7-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 | $85,797 | $58,851+45.8% | $115,157-25.5% | $72,985+17.6% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 17.27% | 23.16%-5.9pp | 35.60%-18.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,578 | $1,798-12.2% | $3,179-50.4% | $2,440-35.3% |
| Participant deferral / active EE | $3,676 | $2,643+39.1% | $4,168-11.8% | $3,607+1.9% |
| Admin fee / account holder | $698 | $6,370-89.0% | $7,088-90.2% | $5,124-86.4% |