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 | $223,582 | $95,266+134.7% | $82,389+171.4% | $142,382+57.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 20.31% | 25.74%-5.4pp | 28.67%-8.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,312 | $2,991-56.2% | $2,517-47.9% | $4,299-69.5% |
| Participant deferral / active EE | $8,102 | $4,809+68.5% | $4,155+95.0% | $6,507+24.5% |
| Admin fee / account holder | $4,128 | $8,563-51.8% | $7,231-42.9% | $12,624-67.3% |