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 7-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 | $101,349 | $56,053+80.8% | $75,972+33.4% | $80,856+25.3% |
| Participation rate | 27.0% | 62.0%-35.0pp | 69.1%-42.0pp | 67.6%-40.6pp |
| Annual return | 13.26% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,658 | $1,874+41.9% | $2,685-1.0% | $2,755-3.5% |
| Participant deferral / active EE | $4,210 | $3,052+38.0% | $4,255-1.1% | $4,296-2.0% |
| Admin fee / account holder | $9,501 | $5,234+81.5% | $6,467+46.9% | $6,918+37.3% |