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 | $67,461 | $77,503-13.0% | $100,391-32.8% | $80,856-16.6% |
| Participation rate | 67.4% | 76.9%-9.5pp | 81.5%-14.0pp | 67.6%-0.2pp |
| Annual return | 21.52% | 37.20%-15.7pp | 49.20%-27.7pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,244 | $2,801+15.8% | $3,942-17.7% | $2,755+17.7% |
| Participant deferral / active EE | $6,984 | $6,820+2.4% | $8,082-13.6% | $4,296+62.6% |
| Admin fee / account holder | $11,594 | $5,897+96.6% | $7,899+46.8% | $6,918+67.6% |