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 | $165,722 | $83,477+98.5% | $125,175+32.4% | $72,985+127.1% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.3pp | 69.5%-2.0pp |
| Annual return | 22.14% | 25.78%-3.6pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,954 | $3,585+66.1% | $4,937+20.6% | $3,607+65.0% |
| Admin fee / account holder | $2,530 | $5,517-54.1% | $9,702-73.9% | $5,124-50.6% |