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 | $56,732 | $98,750-42.5% | $149,696-62.1% | $79,858-29.0% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.5%-22.8pp | 69.6%-10.0pp |
| Annual return | 13.60% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,903 | $3,216+21.3% | $4,644-16.0% | $2,471+58.0% |
| Participant deferral / active EE | $6,096 | $5,680+7.3% | $6,842-10.9% | $3,740+63.0% |
| Admin fee / account holder | $6,198 | $6,053+2.4% | $9,309-33.4% | $5,306+16.8% |