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 | $68,966 | $78,520-12.2% | $96,576-28.6% | $82,448-16.4% |
| Participation rate | 68.0% | 77.7%-9.7pp | 81.4%-13.4pp | 68.1%-0.1pp |
| Annual return | 41.78% | 41.30%+0.5pp | 38.47%+3.3pp | 41.64%+0.1pp |
| Employer contribution / active EE | $4,493 | $2,630+70.9% | $3,553+26.5% | $2,551+76.1% |
| Participant deferral / active EE | $9,877 | $6,754+46.2% | $7,956+24.1% | $4,139+138.6% |
| Admin fee / account holder | $20,652 | $13,455+53.5% | $11,381+81.5% | $7,234+185.5% |