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 | $105,452 | $65,041+62.1% | $90,951+15.9% | $79,858+32.0% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 14.07% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,435 | $1,247+95.2% | $2,122+14.8% | $2,471-1.4% |
| Participant deferral / active EE | $5,926 | $2,512+135.9% | $3,373+75.7% | $3,740+58.4% |
| Admin fee / account holder | $4,073 | $4,536-10.2% | $5,959-31.7% | $5,306-23.3% |