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 | $56,380 | $94,752-40.5% | $112,887-50.1% | $139,434-59.6% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 21.49% | 40.88%-19.4pp | 34.10%-12.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,157 | $4,625-53.4% | $4,563-52.7% | $4,751-54.6% |
| Participant deferral / active EE | $4,252 | $6,512-34.7% | $6,513-34.7% | $6,710-36.6% |
| Admin fee / account holder | $361 | $8,527-95.8% | $7,047-94.9% | $11,403-96.8% |