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 | $61,949 | $97,125-36.2% | $86,233-28.2% | $137,256-54.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 18.92% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,227 | $2,841-56.8% | $2,504-51.0% | $4,156-70.5% |
| Participant deferral / active EE | $2,357 | $5,180-54.5% | $4,559-48.3% | $6,407-63.2% |
| Admin fee / account holder | $4,984 | $9,725-48.7% | $8,342-40.3% | $12,270-59.4% |