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 | $108,040 | $58,512+84.6% | $84,015+28.6% | $72,985+48.0% |
| Participation rate | 47.8% | 61.2%-13.5pp | 69.0%-21.3pp | 69.5%-21.7pp |
| Annual return | 19.12% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $754 | $1,163-35.1% | $1,983-62.0% | $2,440-69.1% |
| Participant deferral / active EE | $2,622 | $2,394+9.5% | $3,239-19.0% | $3,607-27.3% |
| Admin fee / account holder | $13,845 | $4,569+203.0% | $6,101+126.9% | $5,124+170.2% |