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 | $60,182 | $118,427-49.2% | $66,042-8.9% | $142,382-57.7% |
| Participation rate | 68.8% | 68.1%+0.6pp | 67.5%+1.2pp | 80.1%-11.4pp |
| Annual return | 14.12% | 35.57%-21.5pp | 52.11%-38.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,849 | $2,570+49.8% | $1,579+143.7% | $4,299-10.5% |
| Participant deferral / active EE | $5,620 | $4,311+30.4% | $2,835+98.2% | $6,507-13.6% |
| Admin fee / account holder | $3,850 | $9,593-59.9% | $5,747-33.0% | $12,624-69.5% |