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 | $78,880 | $111,754-29.4% | $103,333-23.7% | $145,922-45.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,606 | $4,212+33.1% | $3,868+44.9% | $4,660+20.3% |
| Participant deferral / active EE | $8,908 | $5,619+58.6% | $5,057+76.1% | $6,688+33.2% |
| Admin fee / account holder | $10,393 | $9,750+6.6% | $8,355+24.4% | $13,397-22.4% |