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 | $121,016 | $45,863+163.9% | $77,024+57.1% | $68,494+76.7% |
| Participation rate | 51.9% | 55.9%-4.1pp | 67.9%-16.1pp | 67.9%-16.0pp |
| Annual return | 36.07% | 1.72%+34.3pp | 42.32%-6.2pp | -7.84%+43.9pp |
| Employer contribution / active EE | $1,856 | $1,650+12.5% | $2,812-34.0% | $2,596-28.5% |
| Participant deferral / active EE | $3,434 | $2,962+15.9% | $4,426-22.4% | $4,027-14.7% |
| Admin fee / account holder | $3,992 | $3,041+31.3% | $5,425-26.4% | $5,403-26.1% |