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 | $52,438 | $111,814-53.1% | $103,374-49.3% | $145,959-64.1% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 12.46% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,602 | $4,214-14.5% | $3,869-6.9% | $4,661-22.7% |
| Participant deferral / active EE | $6,237 | $5,618+11.0% | $5,058+23.3% | $6,689-6.7% |
| Admin fee / account holder | $1,835 | $9,754-81.2% | $8,394-78.1% | $13,398-86.3% |