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 | $84,198 | $94,625-11.0% | $116,228-27.6% | $84,808-0.7% |
| Participation rate | 63.2% | 70.4%-7.3pp | 74.6%-11.4pp | 68.3%-5.2pp |
| Annual return | 14.32% | 20.40%-6.1pp | 90.06%-75.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,670 | $2,347+13.8% | $2,994-10.8% | $2,631+1.5% |
| Participant deferral / active EE | $8,113 | $3,972+104.3% | $4,953+63.8% | $4,212+92.6% |
| Admin fee / account holder | $5,615 | $10,091-44.4% | $11,989-53.2% | $7,344-23.5% |