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 | $48,959 | $72,277-32.3% | $101,248-51.6% | $79,858-38.7% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 19.86% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,373 | $2,692-11.8% | $3,660-35.2% | $2,471-4.0% |
| Participant deferral / active EE | $6,619 | $3,282+101.7% | $4,370+51.5% | $3,740+77.0% |
| Admin fee / account holder | $5,010 | $4,400+13.9% | $5,945-15.7% | $5,306-5.6% |