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 | $88,284 | $60,892+45.0% | $82,389+7.2% | $84,808+4.1% |
| Participation rate | 34.8% | 63.3%-28.5pp | 69.5%-34.8pp | 68.3%-33.5pp |
| Annual return | 15.84% | 37.29%-21.5pp | 28.67%-12.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,555 | $1,779-12.6% | $2,517-38.2% | $2,631-40.9% |
| Participant deferral / active EE | $2,953 | $3,179-7.1% | $4,155-28.9% | $4,212-29.9% |
| Admin fee / account holder | $22,086 | $5,467+304.0% | $7,231+205.5% | $7,344+200.7% |