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 | $103,504 | $117,983-12.3% | $101,794+1.7% | $142,382-27.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,355 | $2,773-51.1% | $2,289-40.8% | $4,299-68.5% |
| Participant deferral / active EE | $4,073 | $4,714-13.6% | $4,084-0.3% | $6,507-37.4% |
| Admin fee / account holder | $652 | $10,433-93.7% | $8,777-92.6% | $12,624-94.8% |