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 | $110,347 | $56,053+96.9% | $75,972+45.2% | $80,856+36.5% |
| Participation rate | 55.1% | 62.0%-6.9pp | 69.1%-14.0pp | 67.6%-12.5pp |
| Annual return | 13.51% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,431 | $3,052+12.4% | $4,255-19.4% | $4,296-20.1% |
| Admin fee / account holder | $1,385 | $5,234-73.5% | $6,467-78.6% | $6,918-80.0% |