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 | $122,374 | $99,985+22.4% | $146,665-16.6% | $85,850+42.5% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 13.57% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,529 | $2,559-40.2% | $4,136-63.0% | $2,565-40.4% |
| Participant deferral / active EE | $2,630 | $4,006-34.3% | $5,506-52.2% | $3,952-33.4% |
| Admin fee / account holder | $3,589 | $7,702-53.4% | $10,280-65.1% | $6,260-42.7% |