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 | $61,507 | $80,673-23.8% | $101,326-39.3% | $84,808-27.5% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 24.82% | 38.95%-14.1pp | 36.82%-12.0pp | 40.90%-16.1pp |
| Employer contribution / active EE | $2,706 | $2,698+0.3% | $3,665-26.2% | $2,631+2.9% |
| Participant deferral / active EE | $4,053 | $6,840-40.7% | $7,994-49.3% | $4,212-3.8% |
| Admin fee / account holder | $2,823 | $12,784-77.9% | $11,185-74.8% | $7,344-61.6% |