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 | $136,948 | $70,428+94.5% | $96,562+41.8% | $85,850+59.5% |
| Participation rate | 47.8% | 61.8%-14.0pp | 69.8%-22.1pp | 69.3%-21.6pp |
| Annual return | 13.49% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,205 | $1,413-14.7% | $2,356-48.9% | $2,565-53.0% |
| Participant deferral / active EE | $4,206 | $2,894+45.3% | $3,849+9.3% | $3,952+6.4% |
| Admin fee / account holder | $12,209 | $4,997+144.3% | $6,181+97.5% | $6,260+95.0% |