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 | $118,772 | $65,041+82.6% | $90,951+30.6% | $79,858+48.7% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.9pp |
| Annual return | 14.96% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $898 | $1,247-28.0% | $2,122-57.7% | $2,471-63.6% |
| Participant deferral / active EE | $3,382 | $2,512+34.6% | $3,373+0.3% | $3,740-9.6% |
| Admin fee / account holder | $875 | $4,536-80.7% | $5,959-85.3% | $5,306-83.5% |