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 | $106,662 | $29,660+259.6% | $56,411+89.1% | $80,856+31.9% |
| Participation rate | 21.1% | 41.6%-20.5pp | 52.5%-31.3pp | 67.6%-46.5pp |
| Annual return | 20.52% | 35.23%-14.7pp | 1701.33%-1680.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $862 | $669+28.8% | $1,039-17.0% | $2,755-68.7% |
| Participant deferral / active EE | $2,200 | $1,226+79.4% | $1,952+12.7% | $4,296-48.8% |
| Admin fee / account holder | $14,385 | $2,428+492.6% | $2,829+408.5% | $6,918+107.9% |