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 | $86,230 | $80,673+6.9% | $101,326-14.9% | $84,808+1.7% |
| Participation rate | 52.2% | 77.8%-25.6pp | 81.5%-29.3pp | 68.3%-16.1pp |
| Annual return | 22.93% | 38.95%-16.0pp | 36.82%-13.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,621 | $2,698-2.8% | $3,665-28.5% | $2,631-0.4% |
| Participant deferral / active EE | $5,503 | $6,840-19.5% | $7,994-31.2% | $4,212+30.7% |
| Admin fee / account holder | $2,233 | $12,784-82.5% | $11,185-80.0% | $7,344-69.6% |