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 | $42,344 | $72,277-41.4% | $101,248-58.2% | $79,858-47.0% |
| Participation rate | 51.2% | 68.5%-17.2pp | 75.8%-24.6pp | 69.6%-18.4pp |
| Annual return | 13.93% | 22.30%-8.4pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,795 | $2,692+152.5% | $3,660+85.7% | $2,471+175.0% |
| Participant deferral / active EE | $2,678 | $3,282-18.4% | $4,370-38.7% | $3,740-28.4% |
| Admin fee / account holder | $7,632 | $4,400+73.4% | $5,945+28.4% | $5,306+43.8% |