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 | $106,314 | $78,705+35.1% | $117,854-9.8% | $70,131+51.6% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 18.28% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,125 | $2,223-49.4% | $3,786-70.3% | $2,342-52.0% |
| Participant deferral / active EE | $3,101 | $3,297-5.9% | $4,482-30.8% | $3,332-6.9% |
| Admin fee / account holder | $2,741 | $5,065-45.9% | $8,020-65.8% | $4,645-41.0% |