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 | $117,878 | $71,050+65.9% | $93,606+25.9% | $80,856+45.8% |
| Participation rate | 31.6% | 60.4%-28.8pp | 68.7%-37.1pp | 67.6%-36.1pp |
| Annual return | 10.22% | 11.26%-1.0pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $819 | $1,564-47.6% | $2,420-66.1% | $2,755-70.3% |
| Participant deferral / active EE | $3,055 | $4,034-24.3% | $4,411-30.7% | $4,296-28.9% |
| Admin fee / account holder | $35,556 | $6,945+412.0% | $8,285+329.2% | $6,918+414.0% |