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 | $43,466 | $92,985-53.3% | $153,485-71.7% | $80,856-46.2% |
| Participation rate | 65.9% | 69.0%-3.1pp | 77.1%-11.2pp | 67.6%-1.8pp |
| Annual return | 21.00% | 19.95%+1.1pp | 15.65%+5.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $3,051 | $3,507-13.0% | $5,039-39.4% | $2,755+10.8% |
| Participant deferral / active EE | $4,419 | $5,178-14.7% | $6,757-34.6% | $4,296+2.9% |
| Admin fee / account holder | $8,044 | $8,880-9.4% | $12,724-36.8% | $6,918+16.3% |