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 7-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 | $51,962 | $81,460-36.2% | $103,333-49.7% | $80,856-35.7% |
| Participation rate | 21.5% | 66.8%-45.3pp | 74.5%-53.0pp | 67.6%-46.1pp |
| Annual return | 26.33% | 25.55%+0.8pp | 24.88%+1.5pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,101 | $3,105-32.3% | $3,868-45.7% | $2,755-23.7% |
| Participant deferral / active EE | $4,448 | $3,869+15.0% | $5,057-12.1% | $4,296+3.5% |
| Admin fee / account holder | $7,310 | $6,566+11.3% | $8,355-12.5% | $6,918+5.7% |