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 | $87,294 | $60,892+43.4% | $82,389+6.0% | $84,808+2.9% |
| Participation rate | 47.8% | 63.3%-15.4pp | 69.5%-21.7pp | 68.3%-20.5pp |
| Annual return | 23.15% | 37.29%-14.1pp | 28.67%-5.5pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,051 | $1,779+15.3% | $2,517-18.5% | $2,631-22.0% |
| Participant deferral / active EE | $5,429 | $3,179+70.8% | $4,155+30.7% | $4,212+28.9% |
| Admin fee / account holder | $2,276 | $5,467-58.4% | $7,231-68.5% | $7,344-69.0% |