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 9-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 | $140,982 | $51,175+175.5% | $70,515+99.9% | $75,163+87.6% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.3%-18.3pp | 67.2%-17.2pp |
| Annual return | 14.29% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,216 | $1,826-33.4% | $2,973-59.1% | $2,670-54.4% |
| Participant deferral / active EE | $3,979 | $2,849+39.6% | $4,567-12.9% | $4,125-3.6% |
| Admin fee / account holder | $1,292 | $4,091-68.4% | $6,412-79.8% | $5,651-77.1% |