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 | $73,175 | $85,022-13.9% | $70,515+3.8% | $139,434-47.5% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 14.12% | 30.38%-16.3pp | 32.77%-18.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,493 | $3,909+14.9% | $2,973+51.1% | $4,751-5.4% |
| Participant deferral / active EE | $7,634 | $5,890+29.6% | $4,567+67.2% | $6,710+13.8% |
| Admin fee / account holder | $375 | $8,906-95.8% | $6,412-94.2% | $11,403-96.7% |