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 | $220,341 | $127,065+73.4% | $113,168+94.7% | $142,382+54.8% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 16.82% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,374 | $3,442-60.1% | $2,975-53.8% | $4,299-68.0% |
| Participant deferral / active EE | $5,629 | $5,716-1.5% | $5,107+10.2% | $6,507-13.5% |
| Admin fee / account holder | $315 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |