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 | $86,111 | $109,881-21.6% | $150,045-42.6% | $84,808+1.5% |
| Participation rate | 58.8% | 76.1%-17.3pp | 82.3%-23.5pp | 68.3%-9.5pp |
| Annual return | 32.31% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.6pp |
| Employer contribution / active EE | $2,469 | $3,561-30.7% | $4,693-47.4% | $2,631-6.2% |
| Participant deferral / active EE | $7,127 | $6,636+7.4% | $7,997-10.9% | $4,212+69.2% |
| Admin fee / account holder | $9,219 | $8,568+7.6% | $13,435-31.4% | $7,344+25.5% |