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 7-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 | $58,834 | $112,881-47.9% | $90,951-35.3% | $158,922-63.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 13.28% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,209 | $2,893-58.2% | $2,122-43.0% | $4,761-74.6% |
| Participant deferral / active EE | $3,303 | $4,128-20.0% | $3,373-2.1% | $5,982-44.8% |
| Admin fee / account holder | $519 | $8,041-93.5% | $5,959-91.3% | $11,246-95.4% |