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 | $110,246 | $71,057+55.2% | $93,654+17.7% | $80,874+36.3% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.6%-36.9pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.34%-120.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $930 | $1,564-40.6% | $2,421-61.6% | $2,756-66.3% |
| Participant deferral / active EE | $2,925 | $4,034-27.5% | $4,413-33.7% | $4,297-31.9% |
| Admin fee / account holder | $2,778 | $6,944-60.0% | $8,282-66.5% | $6,935-59.9% |