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 | $58,355 | $106,749-45.3% | $145,433-59.9% | $82,448-29.2% |
| Participation rate | 60.5% | 75.6%-15.2pp | 82.1%-21.7pp | 68.1%-7.6pp |
| Annual return | 25.95% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $3,792 | $3,444+10.1% | $4,554-16.7% | $2,551+48.7% |
| Participant deferral / active EE | $9,909 | $6,519+52.0% | $7,897+25.5% | $4,139+139.4% |
| Admin fee / account holder | $10,440 | $8,390+24.4% | $13,129-20.5% | $7,234+44.3% |