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 | $135,182 | $87,037+55.3% | $106,201+27.3% | $80,874+67.2% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.6%-30.1pp |
| Annual return | 18.52% | 17.05%+1.5pp | 116.26%-97.7pp | 35.62%-17.1pp |
| Employer contribution / active EE | $3,603 | $2,396+50.4% | $3,170+13.7% | $2,756+30.7% |
| Participant deferral / active EE | $3,836 | $3,986-3.8% | $5,012-23.5% | $4,297-10.7% |
| Admin fee / account holder | $12,317 | $8,434+46.0% | $11,039+11.6% | $6,935+77.6% |