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 | $98,284 | $72,277+36.0% | $101,248-2.9% | $79,858+23.1% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 26.50% | 22.30%+4.2pp | 46.47%-20.0pp | 31.71%-5.2pp |
| Employer contribution / active EE | $2,538 | $2,692-5.7% | $3,660-30.6% | $2,471+2.7% |
| Participant deferral / active EE | $4,734 | $3,282+44.3% | $4,370+8.3% | $3,740+26.6% |
| Admin fee / account holder | $2,696 | $4,400-38.7% | $5,945-54.7% | $5,306-49.2% |