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 | $140,862 | $101,724+38.5% | $164,813-14.5% | $80,856+74.2% |
| Participation rate | 44.4% | 71.8%-27.4pp | 78.6%-34.2pp | 67.6%-23.2pp |
| Annual return | 23.72% | 16.72%+7.0pp | 69.93%-46.2pp | 35.59%-11.9pp |
| Employer contribution / active EE | $1,335 | $2,953-54.8% | $4,341-69.2% | $2,755-51.5% |
| Participant deferral / active EE | $3,042 | $4,477-32.1% | $6,031-49.6% | $4,296-29.2% |
| Admin fee / account holder | $479 | $8,227-94.2% | $12,690-96.2% | $6,918-93.1% |