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 | $64,002 | $118,450-46.0% | $98,439-35.0% | $139,434-54.1% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 24.85% | 18.94%+5.9pp | 21.16%+3.7pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,352 | $3,609-34.8% | $3,048-22.8% | $4,751-50.5% |
| Participant deferral / active EE | $4,649 | $5,392-13.8% | $4,738-1.9% | $6,710-30.7% |
| Admin fee / account holder | $1,020 | $14,026-92.7% | $8,948-88.6% | $11,403-91.1% |