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 | $114,907 | $31,310+267.0% | $53,898+113.2% | $74,304+54.6% |
| Participation rate | 21.4% | 30.7%-9.2pp | 55.0%-33.5pp | 60.3%-38.9pp |
| Annual return | 17.79% | 23.16%-5.4pp | 528.60%-510.8pp | 29.43%-11.6pp |
| Employer contribution / active EE | $471 | $450+4.7% | $932-49.5% | $2,241-79.0% |
| Participant deferral / active EE | $1,066 | $934+14.1% | $1,826-41.6% | $3,767-71.7% |
| Admin fee / account holder | $3,271 | $2,175+50.4% | $2,491+31.3% | $2,969+10.2% |