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 9-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 | $65,351 | $89,698-27.1% | $103,476-36.8% | $80,856-19.2% |
| Participation rate | 65.6% | 76.0%-10.4pp | 80.5%-14.9pp | 67.6%-2.1pp |
| Annual return | 32.47% | 22.78%+9.7pp | 23.90%+8.6pp | 35.59%-3.1pp |
| Employer contribution / active EE | $6,547 | $4,018+62.9% | $4,672+40.1% | $2,755+137.7% |
| Participant deferral / active EE | $8,680 | $5,456+59.1% | $6,623+31.1% | $4,296+102.1% |
| Admin fee / account holder | $9,290 | $6,768+37.3% | $9,413-1.3% | $6,918+34.3% |