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 8-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 | $65,952 | $74,927-12.0% | $101,794-35.2% | $84,808-22.2% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.2%+0.2pp | 68.3%+1.1pp |
| Annual return | 15.02% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,892 | $1,522+90.0% | $2,289+26.3% | $2,631+9.9% |
| Participant deferral / active EE | $5,170 | $3,099+66.8% | $4,084+26.6% | $4,212+22.8% |
| Admin fee / account holder | $9,391 | $6,514+44.2% | $8,777+7.0% | $7,344+27.9% |