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 | $104,708 | $109,881-4.7% | $150,045-30.2% | $84,808+23.5% |
| Participation rate | 47.8% | 76.1%-28.3pp | 82.3%-34.5pp | 68.3%-20.5pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,511 | $3,561-57.6% | $4,693-67.8% | $2,631-42.6% |
| Participant deferral / active EE | $2,959 | $6,636-55.4% | $7,997-63.0% | $4,212-29.7% |
| Admin fee / account holder | $9,024 | $8,568+5.3% | $13,435-32.8% | $7,344+22.9% |