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 | $86,915 | $46,722+86.0% | $130,648-33.5% | $65,185+33.3% |
| Participation rate | 41.1% | 60.9%-19.8pp | 71.7%-30.6pp | 70.2%-29.1pp |
| Annual return | 22.00% | 24.17%-2.2pp | 1708.96%-1687.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $413 | $1,488-72.3% | $4,092-89.9% | $2,177-81.0% |
| Participant deferral / active EE | $2,862 | $2,545+12.5% | $3,603-20.6% | $3,514-18.5% |
| Admin fee / account holder | $3,556 | $453+685.3% | $5,464-34.9% | $847+319.8% |