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 | $57,590+143.4% | $86,233+62.6% | $82,448+70.0% |
| Participation rate | 19.2% | 57.9%-38.6pp | 69.0%-49.8pp | 68.1%-48.8pp |
| Annual return | 17.75% | 22.41%-4.7pp | 61.39%-43.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $511 | $1,655-69.1% | $2,504-79.6% | $2,551-80.0% |
| Participant deferral / active EE | $2,963 | $3,080-3.8% | $4,559-35.0% | $4,139-28.4% |
| Admin fee / account holder | $647 | $4,730-86.3% | $8,342-92.2% | $7,234-91.1% |