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 | $76,167 | $93,182-18.3% | $146,665-48.1% | $79,386-4.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 80.1%-30.1pp | 70.7%-20.7pp |
| Annual return | 21.87% | 21.61%+0.3pp | 22.74%-0.9pp | 116.85%-95.0pp |
| Employer contribution / active EE | $1,783 | $2,420-26.3% | $4,136-56.9% | $2,427-26.5% |
| Participant deferral / active EE | $4,056 | $4,169-2.7% | $5,506-26.3% | $4,046+0.2% |
| Admin fee / account holder | $12,671 | $585+2065.9% | $10,280+23.3% | $626+1922.8% |