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 | $46,036 | $70,475-34.7% | $100,516-54.2% | $79,858-42.4% |
| Participation rate | 51.7% | 73.7%-21.9pp | 79.4%-27.7pp | 69.6%-17.9pp |
| Annual return | 18.80% | 21.90%-3.1pp | 30.89%-12.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,820 | $2,165+30.3% | $3,418-17.5% | $2,471+14.1% |
| Participant deferral / active EE | $6,746 | $5,181+30.2% | $6,270+7.6% | $3,740+80.4% |
| Admin fee / account holder | $11,067 | $4,478+147.1% | $8,081+36.9% | $5,306+108.6% |