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 | $52,745 | $89,753-41.2% | $107,525-50.9% | $84,808-37.8% |
| Participation rate | 64.8% | 68.1%-3.2pp | 75.1%-10.2pp | 68.3%-3.5pp |
| Annual return | 34.94% | 29.48%+5.5pp | 181.32%-146.4pp | 40.90%-6.0pp |
| Employer contribution / active EE | $3,372 | $3,113+8.3% | $3,754-10.2% | $2,631+28.2% |
| Participant deferral / active EE | $6,839 | $4,056+68.6% | $5,116+33.7% | $4,212+62.4% |
| Admin fee / account holder | $5,255 | $7,222-27.2% | $8,919-41.1% | $7,344-28.4% |