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 | $73,657 | $80,968-9.0% | $96,544-23.7% | $75,163-2.0% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 37.17% | 27.06%+10.1pp | 25.84%+11.3pp | 160.62%-123.4pp |
| Employer contribution / active EE | $2,338 | $2,282+2.5% | $2,965-21.1% | $2,670-12.4% |
| Participant deferral / active EE | $4,816 | $3,928+22.6% | $4,851-0.7% | $4,125+16.7% |
| Admin fee / account holder | $340 | $6,724-94.9% | $8,252-95.9% | $5,651-94.0% |