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 | $52,378 | $109,881-52.3% | $150,045-65.1% | $84,808-38.2% |
| Participation rate | 62.9% | 76.1%-13.2pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,346 | $3,561-6.0% | $4,693-28.7% | $2,631+27.2% |
| Participant deferral / active EE | $8,366 | $6,636+26.1% | $7,997+4.6% | $4,212+98.6% |
| Admin fee / account holder | $3,207 | $8,568-62.6% | $13,435-76.1% | $7,344-56.3% |