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 6-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 | $72,913 | $78,672-7.3% | $109,143-33.2% | $85,850-15.1% |
| Participation rate | 40.7% | 68.3%-27.5pp | 75.9%-35.1pp | 69.3%-28.6pp |
| Annual return | 14.28% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,923 | $2,735-29.7% | $3,722-48.3% | $2,565-25.0% |
| Participant deferral / active EE | $3,747 | $3,467+8.1% | $4,653-19.5% | $3,952-5.2% |
| Admin fee / account holder | $4,764 | $5,469-12.9% | $6,752-29.5% | $6,260-23.9% |