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 7-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 | $151,102 | $70,428+114.5% | $96,562+56.5% | $85,850+76.0% |
| Participation rate | 51.9% | 61.8%-9.9pp | 69.8%-17.9pp | 69.3%-17.4pp |
| Annual return | 11.36% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,878 | $2,894+34.0% | $3,849+0.8% | $3,952-1.9% |
| Admin fee / account holder | $816 | $4,997-83.7% | $6,181-86.8% | $6,260-87.0% |