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 | $61,003 | $96,484-36.8% | $156,263-61.0% | $74,304-17.9% |
| Participation rate | 59.6% | 67.7%-8.0pp | 78.9%-19.3pp | 60.3%-0.7pp |
| Annual return | 19.69% | 17.73%+2.0pp | 59.47%-39.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,576 | $2,528-37.7% | $4,333-63.6% | $2,241-29.7% |
| Participant deferral / active EE | $5,886 | $4,286+37.3% | $6,158-4.4% | $3,767+56.3% |
| Admin fee / account holder | $6,618 | $3,728+77.5% | $14,255-53.6% | $2,969+122.9% |