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 8-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 | $82,597 | $65,365+26.4% | $92,893-11.1% | $72,985+13.2% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.2pp |
| Annual return | 22.33% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,704 | $2,594-34.3% | $3,653-53.4% | $2,440-30.2% |
| Participant deferral / active EE | $3,594 | $3,128+14.9% | $4,236-15.2% | $3,607-0.4% |
| Admin fee / account holder | $689 | $4,251-83.8% | $5,794-88.1% | $5,124-86.6% |