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 7-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 | $238,367 | $101,724+134.3% | $164,813+44.6% | $80,856+194.8% |
| Participation rate | 41.9% | 71.8%-29.9pp | 78.6%-36.7pp | 67.6%-25.7pp |
| Annual return | 16.38% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,304 | $2,953-22.0% | $4,341-46.9% | $2,755-16.4% |
| Participant deferral / active EE | $4,187 | $4,477-6.5% | $6,031-30.6% | $4,296-2.5% |
| Admin fee / account holder | $1,098 | $8,227-86.6% | $12,690-91.3% | $6,918-84.1% |