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 | $183,227 | $176,812+3.6% | $146,665+24.9% | $167,490+9.4% |
| Participation rate | 22.2% | 83.6%-61.4pp | 80.1%-57.8pp | 82.1%-59.9pp |
| Annual return | 12.97% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,548 | $5,160-31.2% | $4,136-14.2% | $4,837-26.7% |
| Participant deferral / active EE | $5,778 | $6,440-10.3% | $5,506+4.9% | $6,341-8.9% |
| Admin fee / account holder | $753 | $13,259-94.3% | $10,280-92.7% | $12,309-93.9% |