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 | $45,885 | $57,016-19.5% | $84,966-46.0% | $80,856-43.3% |
| Participation rate | 65.0% | 56.3%+8.7pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 60.77% | 21.66%+39.1pp | 66.38%-5.6pp | 35.59%+25.2pp |
| Employer contribution / active EE | $13,165 | $1,798+632.3% | $2,727+382.7% | $2,755+377.9% |
| Participant deferral / active EE | $1,880 | $3,110-39.5% | $4,519-58.4% | $4,296-56.2% |
| Admin fee / account holder | $3,774 | $4,980-24.2% | $6,149-38.6% | $6,918-45.4% |