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 | $101,458 | $59,097+71.7% | $82,389+23.1% | $74,304+36.5% |
| Participation rate | 36.4% | 52.8%-16.4pp | 69.5%-33.2pp | 60.3%-24.0pp |
| Annual return | 17.29% | 22.85%-5.6pp | 28.67%-11.4pp | 29.43%-12.1pp |
| Employer contribution / active EE | $885 | $1,601-44.7% | $2,517-64.9% | $2,241-60.5% |
| Participant deferral / active EE | $2,274 | $2,775-18.1% | $4,155-45.3% | $3,767-39.7% |
| Admin fee / account holder | $4,790 | $4,489+6.7% | $7,231-33.8% | $2,969+61.3% |