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 | $92,179 | $56,053+64.4% | $75,972+21.3% | $80,856+14.0% |
| Participation rate | 48.9% | 62.0%-13.1pp | 69.1%-20.2pp | 67.6%-18.7pp |
| Annual return | 13.65% | 20.53%-6.9pp | 359.55%-345.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,686 | $1,874-10.1% | $2,685-37.2% | $2,755-38.8% |
| Participant deferral / active EE | $4,610 | $3,052+51.1% | $4,255+8.3% | $4,296+7.3% |
| Admin fee / account holder | $3,252 | $5,234-37.9% | $6,467-49.7% | $6,918-53.0% |