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 | $140,182 | $60,022+133.5% | $88,946+57.6% | $84,808+65.3% |
| Participation rate | 19.2% | 57.8%-38.6pp | 68.8%-49.6pp | 68.3%-49.1pp |
| Annual return | 17.75% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $511 | $1,703-70.0% | $2,555-80.0% | $2,631-80.6% |
| Participant deferral / active EE | $2,963 | $3,114-4.9% | $4,581-35.3% | $4,212-29.7% |
| Admin fee / account holder | $647 | $4,811-86.5% | $8,261-92.2% | $7,344-91.2% |