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 9-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 | $110,215 | $88,672+24.3% | $105,223+4.7% | $82,448+33.7% |
| Participation rate | 18.2% | 67.9%-49.7pp | 75.0%-56.9pp | 68.1%-49.9pp |
| Annual return | 19.47% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,930 | $3,048-36.7% | $3,689-47.7% | $2,551-24.3% |
| Participant deferral / active EE | $7,792 | $4,036+93.1% | $5,072+53.6% | $4,139+88.2% |
| Admin fee / account holder | $2,098 | $7,146-70.6% | $8,859-76.3% | $7,234-71.0% |