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 | $48,436 | $102,605-52.8% | $145,661-66.7% | $84,808-42.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 77.2%-17.2pp | 68.3%-8.3pp |
| Annual return | 34.78% | 26.50%+8.3pp | 101.46%-66.7pp | 40.90%-6.1pp |
| Employer contribution / active EE | $3,286 | $3,325-1.2% | $4,238-22.5% | $2,631+24.9% |
| Participant deferral / active EE | $6,422 | $5,750+11.7% | $7,198-10.8% | $4,212+52.5% |
| Admin fee / account holder | $6,227 | $8,758-28.9% | $12,466-50.1% | $7,344-15.2% |