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 | $50,162 | $86,891-42.3% | $142,449-64.8% | $75,163-33.3% |
| Participation rate | 68.2% | 68.5%-0.3pp | 76.8%-8.6pp | 67.2%+1.0pp |
| Annual return | 23.46% | 23.31%+0.1pp | 19.99%+3.5pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,462 | $3,355+3.2% | $4,847-28.6% | $2,670+29.7% |
| Participant deferral / active EE | $5,583 | $4,938+13.1% | $6,283-11.2% | $4,125+35.3% |
| Admin fee / account holder | $8,651 | $7,299+18.5% | $10,011-13.6% | $5,651+53.1% |