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 | $57,363 | $124,281-53.8% | $109,143-47.4% | $167,490-65.8% |
| Participation rate | 68.4% | 79.4%-11.0pp | 75.9%-7.5pp | 82.1%-13.7pp |
| Annual return | 26.41% | 26.04%+0.4pp | 25.75%+0.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $3,680 | $4,207-12.5% | $3,722-1.1% | $4,837-23.9% |
| Participant deferral / active EE | $6,949 | $5,255+32.2% | $4,653+49.3% | $6,341+9.6% |
| Admin fee / account holder | $4,266 | $7,970-46.5% | $6,752-36.8% | $12,309-65.3% |