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 | $136,827 | $80,717+69.5% | $154,803-11.6% | $84,808+61.3% |
| Participation rate | 58.7% | 66.8%-8.1pp | 78.1%-19.3pp | 68.3%-9.6pp |
| Annual return | 23.01% | 37.96%-14.9pp | 58.88%-35.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $7,231 | $2,761+161.9% | $4,305+67.9% | $2,631+174.8% |
| Participant deferral / active EE | $7,927 | $3,303+140.0% | $5,540+43.1% | $4,212+88.2% |
| Admin fee / account holder | $2,626 | $6,746-61.1% | $14,329-81.7% | $7,344-64.2% |