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 | $165,624 | $111,535+48.5% | $105,223+57.4% | $137,256+20.7% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 80.0%-19.1pp |
| Annual return | 21.18% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,630 | $3,939-58.6% | $3,689-55.8% | $4,156-60.8% |
| Participant deferral / active EE | $3,366 | $5,500-38.8% | $5,072-33.6% | $6,407-47.5% |
| Admin fee / account holder | $2,679 | $9,721-72.4% | $8,859-69.8% | $12,270-78.2% |