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 7-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 | $47,238 | $93,571-49.5% | $135,903-65.2% | $75,163-37.2% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 28.20% | 30.90%-2.7pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $3,412 | $3,537-3.5% | $4,856-29.7% | $2,670+27.8% |
| Participant deferral / active EE | $9,393 | $6,404+46.7% | $7,758+21.1% | $4,125+127.7% |
| Admin fee / account holder | $3,136 | $6,975-55.0% | $10,762-70.9% | $5,651-44.5% |