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 | $107,588 | $60,022+79.2% | $88,946+21.0% | $84,808+26.9% |
| Participation rate | 25.4% | 57.8%-32.4pp | 68.8%-43.4pp | 68.3%-42.9pp |
| Annual return | 19.42% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $924 | $1,703-45.8% | $2,555-63.9% | $2,631-64.9% |
| Participant deferral / active EE | $3,284 | $3,114+5.5% | $4,581-28.3% | $4,212-22.0% |
| Admin fee / account holder | $5,283 | $4,811+9.8% | $8,261-36.0% | $7,344-28.1% |