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 | $89,408 | $72,277+23.7% | $101,248-11.7% | $79,858+12.0% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 15.70% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,032 | $2,692-24.5% | $3,660-44.5% | $2,471-17.8% |
| Participant deferral / active EE | $4,619 | $3,282+40.8% | $4,370+5.7% | $3,740+23.5% |
| Admin fee / account holder | $628 | $4,400-85.7% | $5,945-89.4% | $5,306-88.2% |