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 | $66,616 | $68,914-3.3% | $136,749-51.3% | $74,304-10.3% |
| Participation rate | 60.0% | 51.3%+8.7pp | 72.1%-12.1pp | 60.3%-0.3pp |
| Annual return | 27.84% | 16.34%+11.5pp | 24.33%+3.5pp | 29.43%-1.6pp |
| Employer contribution / active EE | $2,171 | $1,561+39.0% | $3,400-36.1% | $2,241-3.1% |
| Participant deferral / active EE | $4,791 | $2,541+88.5% | $4,692+2.1% | $3,767+27.2% |
| Admin fee / account holder | $5,800 | $3,149+84.2% | $11,386-49.1% | $2,969+95.4% |