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 9-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 | $184,041 | $97,744+88.3% | $103,476+77.9% | $145,922+26.1% |
| Participation rate | 60.9% | 81.1%-20.2pp | 80.5%-19.6pp | 80.3%-19.4pp |
| Annual return | 11.37% | 25.41%-14.0pp | 23.90%-12.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,137 | $4,677-54.3% | $4,672-54.3% | $4,660-54.1% |
| Participant deferral / active EE | $5,758 | $6,603-12.8% | $6,623-13.0% | $6,688-13.9% |
| Admin fee / account holder | $8,060 | $12,515-35.6% | $9,413-14.4% | $13,397-39.8% |