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 | $114,962 | $89,355+28.7% | $141,162-18.6% | $72,985+57.5% |
| Participation rate | 35.3% | 75.1%-39.8pp | 82.5%-47.2pp | 69.5%-34.2pp |
| Annual return | 53.88% | 111.85%-58.0pp | 71.39%-17.5pp | 81.00%-27.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,979 | $5,418-45.0% | $6,709-55.6% | $3,607-17.4% |
| Admin fee / account holder | $7,822 | $5,958+31.3% | $10,261-23.8% | $5,124+52.6% |