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 | $54,357 | $98,750-45.0% | $149,696-63.7% | $79,858-31.9% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 27.86% | 27.43%+0.4pp | 276.60%-248.7pp | 31.71%-3.9pp |
| Employer contribution / active EE | $2,888 | $3,216-10.2% | $4,644-37.8% | $2,471+16.9% |
| Participant deferral / active EE | $5,530 | $5,680-2.6% | $6,842-19.2% | $3,740+47.9% |
| Admin fee / account holder | $1,922 | $6,053-68.2% | $9,309-79.3% | $5,306-63.8% |