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 | $105,597 | $91,190+15.8% | $178,490-40.8% | $79,858+32.2% |
| Participation rate | 43.6% | 69.2%-25.6pp | 81.9%-38.3pp | 69.6%-26.0pp |
| Annual return | 11.06% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $453 | $3,256-86.1% | $5,011-91.0% | $2,471-81.7% |
| Participant deferral / active EE | $3,733 | $3,236+15.3% | $5,202-28.2% | $3,740-0.2% |
| Admin fee / account holder | $11,614 | $6,751+72.0% | $13,984-16.9% | $5,306+118.9% |