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 | $71,374 | $73,933-3.5% | $96,683-26.2% | $75,163-5.0% |
| Participation rate | 26.5% | 66.4%-39.9pp | 74.3%-47.8pp | 67.2%-40.7pp |
| Annual return | 16.22% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $960 | $2,928-67.2% | $3,737-74.3% | $2,670-64.0% |
| Participant deferral / active EE | $2,715 | $3,659-25.8% | $4,878-44.4% | $4,125-34.2% |
| Admin fee / account holder | $489 | $5,216-90.6% | $6,730-92.7% | $5,651-91.3% |