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 9-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 | $77,561 | $96,557-19.7% | $80,975-4.2% | $273,961-71.7% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 13.42% | 15.14%-1.7pp | 17.10%-3.7pp | 41.45%-28.0pp |
| Employer contribution / active EE | $3,547 | $4,868-27.1% | $3,714-4.5% | $4,869-27.1% |
| Participant deferral / active EE | $6,616 | $6,598+0.3% | $5,696+16.2% | $5,287+25.1% |
| Admin fee / account holder | $8,711 | $7,492+16.3% | $5,516+57.9% | $10,132-14.0% |