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 9-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 | $45,084 | $87,870-48.7% | $113,168-60.2% | $74,304-39.3% |
| Participation rate | 53.4% | 70.7%-17.4pp | 76.6%-23.2pp | 60.3%-7.0pp |
| Annual return | 34.45% | 26.44%+8.0pp | 24.27%+10.2pp | 29.43%+5.0pp |
| Employer contribution / active EE | $3,437 | $2,277+50.9% | $2,975+15.5% | $2,241+53.3% |
| Participant deferral / active EE | $4,241 | $4,2410% | $5,107-16.9% | $3,767+12.6% |
| Admin fee / account holder | $1,452 | $3,368-56.9% | $12,068-88.0% | $2,969-51.1% |