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 6-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 | $47,299 | $77,503-39.0% | $100,391-52.9% | $80,856-41.5% |
| Participation rate | 67.5% | 76.9%-9.4pp | 81.5%-14.0pp | 67.6%-0.1pp |
| Annual return | 33.71% | 37.20%-3.5pp | 49.20%-15.5pp | 35.59%-1.9pp |
| Employer contribution / active EE | $7,047 | $2,801+151.6% | $3,942+78.8% | $2,755+155.8% |
| Participant deferral / active EE | $14,559 | $6,820+113.5% | $8,082+80.1% | $4,296+238.9% |
| Admin fee / account holder | $4,448 | $5,897-24.6% | $7,899-43.7% | $6,918-35.7% |