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 | $56,545 | $118,450-52.3% | $98,439-42.6% | $139,434-59.4% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 20.67% | 18.94%+1.7pp | 21.16%-0.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,196 | $3,609-11.5% | $3,048+4.8% | $4,751-32.7% |
| Participant deferral / active EE | $5,802 | $5,392+7.6% | $4,738+22.5% | $6,710-13.5% |
| Admin fee / account holder | $417 | $14,026-97.0% | $8,948-95.3% | $11,403-96.3% |