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 | $240,077 | $78,672+205.2% | $109,143+120.0% | $85,850+179.6% |
| Participation rate | 54.8% | 68.3%-13.5pp | 75.9%-21.1pp | 69.3%-14.5pp |
| Annual return | 34.08% | 25.09%+9.0pp | 25.75%+8.3pp | 318.53%-284.4pp |
| Employer contribution / active EE | $1,575 | $2,735-42.4% | $3,722-57.7% | $2,565-38.6% |
| Participant deferral / active EE | $2,585 | $3,467-25.5% | $4,653-44.5% | $3,952-34.6% |
| Admin fee / account holder | $13,518 | $5,469+147.2% | $6,752+100.2% | $6,260+115.9% |