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 | $77,455 | $88,634-12.6% | $101,326-23.6% | $74,304+4.2% |
| Participation rate | 60.9% | 76.9%-16.0pp | 81.5%-20.6pp | 60.3%+0.5pp |
| Annual return | 20.36% | 33.10%-12.7pp | 36.82%-16.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,860 | $7,322+48.3% | $7,994+35.9% | $3,767+188.3% |
| Admin fee / account holder | $1,187 | $2,425-51.1% | $11,185-89.4% | $2,969-60.0% |