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 | $91,223 | $109,881-17.0% | $150,045-39.2% | $84,808+7.6% |
| Participation rate | 55.9% | 76.1%-20.2pp | 82.3%-26.4pp | 68.3%-12.4pp |
| Annual return | 25.19% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,763 | $6,636+32.1% | $7,997+9.6% | $4,212+108.1% |
| Admin fee / account holder | $8,074 | $8,568-5.8% | $13,435-39.9% | $7,344+9.9% |