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 | $59,786 | $48,795+22.5% | $65,493-8.7% | $84,808-29.5% |
| Participation rate | 40.4% | 67.0%-26.6pp | 73.1%-32.7pp | 68.3%-27.9pp |
| Annual return | 16.77% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,084 | $1,930-43.8% | $2,574-57.9% | $2,631-58.8% |
| Participant deferral / active EE | $3,442 | $2,928+17.5% | $3,961-13.1% | $4,212-18.3% |
| Admin fee / account holder | $5,996 | $3,877+54.7% | $5,028+19.3% | $7,344-18.3% |