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 | $27,410 | $109,881-75.1% | $150,045-81.7% | $84,808-67.7% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,930 | $3,561+10.3% | $4,693-16.3% | $2,631+49.4% |
| Participant deferral / active EE | $7,297 | $6,636+10.0% | $7,997-8.8% | $4,212+73.3% |
| Admin fee / account holder | $6,843 | $8,568-20.1% | $13,435-49.1% | $7,344-6.8% |