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 | $70,003 | $93,571-25.2% | $135,903-48.5% | $75,163-6.9% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 28.37% | 30.90%-2.5pp | 68.23%-39.9pp | 160.62%-132.2pp |
| Employer contribution / active EE | $2,619 | $3,537-25.9% | $4,856-46.1% | $2,670-1.9% |
| Participant deferral / active EE | $6,224 | $6,404-2.8% | $7,758-19.8% | $4,125+50.9% |
| Admin fee / account holder | $4,768 | $6,975-31.6% | $10,762-55.7% | $5,651-15.6% |