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 | $62,461 | $110,257-43.3% | $96,544-35.3% | $139,434-55.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.08% | 26.32%-8.2pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,383 | $3,620+21.1% | $2,965+47.8% | $4,751-7.7% |
| Participant deferral / active EE | $12,254 | $5,548+120.9% | $4,851+152.6% | $6,710+82.6% |
| Admin fee / account holder | $18,420 | $11,591+58.9% | $8,252+123.2% | $11,403+61.5% |