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 | $52,750 | $72,012-26.7% | $185,823-71.6% | $79,858-33.9% |
| Participation rate | 54.2% | 65.8%-11.5pp | 78.0%-23.8pp | 69.6%-15.4pp |
| Annual return | 13.89% | 23.12%-9.2pp | 35.95%-22.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,070 | $1,965+56.3% | $4,087-24.9% | $2,471+24.3% |
| Participant deferral / active EE | $7,440 | $3,779+96.9% | $5,632+32.1% | $3,740+98.9% |
| Admin fee / account holder | $8,440 | $4,513+87.0% | $9,500-11.2% | $5,306+59.1% |