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 | $101,905 | $52,681+93.4% | $75,781+34.5% | $59,632+70.9% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.8%-23.9pp | 68.7%-16.7pp |
| Annual return | 16.63% | 2.95%+13.7pp | 9.68%+7.0pp | 2041.28%-2024.7pp |
| Employer contribution / active EE | $957 | $2,193-56.4% | $3,323-71.2% | $2,203-56.6% |
| Participant deferral / active EE | $4,258 | $2,591+64.4% | $3,651+16.6% | $3,192+33.4% |
| Admin fee / account holder | $1,463 | $3,610-59.5% | $5,299-72.4% | $4,297-66.0% |