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 | $45,270 | $80,717-43.9% | $154,803-70.8% | $84,808-46.6% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.7pp | 68.3%+1.1pp |
| Annual return | 25.78% | 37.96%-12.2pp | 58.88%-33.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $3,846 | $2,761+39.3% | $4,305-10.7% | $2,631+46.2% |
| Participant deferral / active EE | $8,572 | $3,303+159.5% | $5,540+54.7% | $4,212+103.5% |
| Admin fee / account holder | $4,407 | $6,746-34.7% | $14,329-69.2% | $7,344-40.0% |