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 | $134,745 | $57,016+136.3% | $84,966+58.6% | $80,856+66.6% |
| Participation rate | 55.6% | 56.3%-0.8pp | 67.5%-11.9pp | 67.6%-12.1pp |
| Annual return | 15.27% | 21.66%-6.4pp | 66.38%-51.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,702 | $1,798-5.3% | $2,727-37.6% | $2,755-38.2% |
| Participant deferral / active EE | $3,498 | $3,110+12.5% | $4,519-22.6% | $4,296-18.6% |
| Admin fee / account holder | $2,263 | $4,980-54.6% | $6,149-63.2% | $6,918-67.3% |