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 | $97,561 | $35,183+177.3% | $73,545+32.7% | $70,131+39.1% |
| Participation rate | 39.3% | 42.9%-3.6pp | 54.9%-15.6pp | 69.5%-30.3pp |
| Annual return | 14.35% | 26.90%-12.6pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $888 | $709+25.3% | $1,219-27.2% | $2,342-62.1% |
| Participant deferral / active EE | $1,392 | $1,220+14.1% | $1,806-22.9% | $3,332-58.2% |
| Admin fee / account holder | $5,680 | $2,302+146.7% | $2,320+144.9% | $4,645+22.3% |