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 | $80,673-14.5% | $101,326-31.9% | $84,808-18.7% |
| Participation rate | 68.0% | 77.8%-9.8pp | 81.5%-13.5pp | 68.3%-0.3pp |
| Annual return | 41.78% | 38.95%+2.8pp | 36.82%+5.0pp | 40.90%+0.9pp |
| Employer contribution / active EE | $4,493 | $2,698+66.6% | $3,665+22.6% | $2,631+70.8% |
| Participant deferral / active EE | $9,877 | $6,840+44.4% | $7,994+23.5% | $4,212+134.5% |
| Admin fee / account holder | $20,652 | $12,784+61.5% | $11,185+84.6% | $7,344+181.2% |