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 | $105,236 | $85,202+23.5% | $172,739-39.1% | $72,985+44.2% |
| Participation rate | 65.8% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.7pp |
| Annual return | 22.14% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,801 | $3,324-45.8% | $5,143-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $3,699 | $3,260+13.5% | $5,198-28.8% | $3,607+2.6% |
| Admin fee / account holder | $2,417 | $5,884-58.9% | $13,954-82.7% | $5,124-52.8% |