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 6-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 | $49,727 | $124,281-60.0% | $109,143-54.4% | $167,490-70.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 20.09% | 26.04%-5.9pp | 25.75%-5.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $2,161 | $4,207-48.6% | $3,722-42.0% | $4,837-55.3% |
| Participant deferral / active EE | $5,550 | $5,255+5.6% | $4,653+19.3% | $6,341-12.5% |
| Admin fee / account holder | $985 | $7,970-87.6% | $6,752-85.4% | $12,309-92.0% |