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 | $54,860 | $99,918-45.1% | $81,382-32.6% | $145,922-62.4% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 12.60% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,206 | $2,978-25.9% | $2,463-10.4% | $4,660-52.6% |
| Participant deferral / active EE | $5,091 | $4,605+10.6% | $3,883+31.1% | $6,688-23.9% |
| Admin fee / account holder | $4,355 | $8,212-47.0% | $5,768-24.5% | $13,397-67.5% |