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 3-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 | $85,303 | $74,927+13.8% | $101,794-16.2% | $84,808+0.6% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.2%-9.9pp | 68.3%-9.1pp |
| Annual return | 30.99% | 18.70%+12.3pp | 30.53%+0.5pp | 40.90%-9.9pp |
| Employer contribution / active EE | $1,957 | $1,522+28.6% | $2,289-14.5% | $2,631-25.6% |
| Participant deferral / active EE | $2,217 | $3,099-28.5% | $4,084-45.7% | $4,212-47.4% |
| Admin fee / account holder | $8,046 | $6,514+23.5% | $8,777-8.3% | $7,344+9.6% |