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 | $65,889 | $72,277-8.8% | $101,248-34.9% | $79,858-17.5% |
| Participation rate | 59.7% | 68.5%-8.8pp | 75.8%-16.1pp | 69.6%-10.0pp |
| Annual return | 45.25% | 22.30%+23.0pp | 46.47%-1.2pp | 31.71%+13.5pp |
| Employer contribution / active EE | $2,564 | $2,692-4.7% | $3,660-29.9% | $2,471+3.8% |
| Participant deferral / active EE | $4,939 | $3,282+50.5% | $4,370+13.0% | $3,740+32.1% |
| Admin fee / account holder | $4,361 | $4,400-0.9% | $5,945-26.7% | $5,306-17.8% |