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 | $47,272 | $80,673-41.4% | $101,326-53.3% | $84,808-44.3% |
| Participation rate | 62.1% | 77.8%-15.7pp | 81.5%-19.4pp | 68.3%-6.2pp |
| Annual return | 19.76% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,757 | $2,698+2.2% | $3,665-24.8% | $2,631+4.8% |
| Participant deferral / active EE | $5,633 | $6,840-17.7% | $7,994-29.5% | $4,212+33.7% |
| Admin fee / account holder | $3,365 | $12,784-73.7% | $11,185-69.9% | $7,344-54.2% |