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 | $54,900 | $64,909-15.4% | $82,313-33.3% | $62,292-11.9% |
| Participation rate | 61.2% | 74.9%-13.7pp | 76.9%-15.7pp | 69.5%-8.3pp |
| Annual return | 15.53% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,700 | $1,676+61.1% | $2,428+11.2% | $2,042+32.2% |
| Participant deferral / active EE | $3,377 | $3,103+8.8% | $3,706-8.9% | $3,169+6.6% |
| Admin fee / account holder | $8,000 | $440+1719.9% | $5,608+42.7% | $479+1569.0% |