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 | $223,582 | $87,166+156.5% | $76,735+191.4% | $137,256+62.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 20.31% | 26.50%-6.2pp | 29.77%-9.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,312 | $2,904-54.8% | $2,454-46.6% | $4,156-68.4% |
| Participant deferral / active EE | $8,102 | $4,726+71.4% | $4,088+98.2% | $6,407+26.5% |
| Admin fee / account holder | $4,128 | $8,403-50.9% | $7,189-42.6% | $12,270-66.4% |