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 9-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 | $83,307 | $57,541+44.8% | $95,745-13.0% | $75,163+10.8% |
| Participation rate | 45.8% | 62.5%-16.7pp | 72.3%-26.5pp | 67.2%-21.4pp |
| Annual return | 21.52% | 34.93%-13.4pp | 28.35%-6.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,081 | $1,808-40.2% | $2,835-61.9% | $2,670-59.5% |
| Participant deferral / active EE | $2,660 | $3,074-13.5% | $4,245-37.3% | $4,125-35.5% |
| Admin fee / account holder | $2,524 | $4,099-38.4% | $5,678-55.5% | $5,651-55.3% |