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 | $63,471 | $123,793-48.7% | $177,821-64.3% | $79,858-20.5% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 15.94% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,877 | $4,095-29.8% | $5,918-51.4% | $2,471+16.4% |
| Participant deferral / active EE | $5,839 | $5,956-2.0% | $7,714-24.3% | $3,740+56.1% |
| Admin fee / account holder | $407 | $7,243-94.4% | $12,427-96.7% | $5,306-92.3% |