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 | $46,972 | $65,395-28.2% | $182,532-74.3% | $72,985-35.6% |
| Participation rate | 67.4% | 65.4%+2.0pp | 78.0%-10.6pp | 69.5%-2.1pp |
| Annual return | 24.58% | 27.68%-3.1pp | 148.54%-124.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,336 | $1,911+74.5% | $4,076-18.2% | $2,440+36.7% |
| Participant deferral / active EE | $7,107 | $3,563+99.5% | $5,524+28.7% | $3,607+97.0% |
| Admin fee / account holder | $4,398 | $4,245+3.6% | $8,592-48.8% | $5,124-14.2% |