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 | $47,294 | $93,571-49.5% | $135,903-65.2% | $75,163-37.1% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 23.49% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,760 | $3,537-22.0% | $4,856-43.2% | $2,670+3.4% |
| Participant deferral / active EE | $6,252 | $6,404-2.4% | $7,758-19.4% | $4,125+51.6% |
| Admin fee / account holder | $1,958 | $6,975-71.9% | $10,762-81.8% | $5,651-65.4% |