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 | $78,520+9.8% | $96,576-10.7% | $82,448+4.6% |
| Participation rate | 52.2% | 77.7%-25.6pp | 81.4%-29.3pp | 68.1%-15.9pp |
| Annual return | 22.93% | 41.30%-18.4pp | 38.47%-15.5pp | 41.64%-18.7pp |
| Employer contribution / active EE | $2,621 | $2,630-0.3% | $3,553-26.2% | $2,551+2.8% |
| Participant deferral / active EE | $5,503 | $6,754-18.5% | $7,956-30.8% | $4,139+33.0% |
| Admin fee / account holder | $2,233 | $13,455-83.4% | $11,381-80.4% | $7,234-69.1% |