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 | $202,067 | $60,022+236.7% | $88,946+127.2% | $84,808+138.3% |
| Participation rate | 56.7% | 57.8%-1.2pp | 68.8%-12.2pp | 68.3%-11.6pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,492 | $1,703-12.4% | $2,555-41.6% | $2,631-43.3% |
| Participant deferral / active EE | $3,047 | $3,114-2.1% | $4,581-33.5% | $4,212-27.7% |
| Admin fee / account holder | $7,461 | $4,811+55.1% | $8,261-9.7% | $7,344+1.6% |