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 | $96,925 | $74,927+29.4% | $101,794-4.8% | $84,808+14.3% |
| Participation rate | 31.7% | 61.4%-29.7pp | 69.2%-37.5pp | 68.3%-36.6pp |
| Annual return | 19.58% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,555 | $1,522+2.2% | $2,289-32.0% | $2,631-40.9% |
| Participant deferral / active EE | $4,020 | $3,099+29.7% | $4,084-1.6% | $4,212-4.5% |
| Admin fee / account holder | $831 | $6,514-87.2% | $8,777-90.5% | $7,344-88.7% |