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 6-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 | $63,493 | $80,673-21.3% | $101,326-37.3% | $84,808-25.1% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 24.37% | 38.95%-14.6pp | 36.82%-12.4pp | 40.90%-16.5pp |
| Employer contribution / active EE | $4,025 | $2,698+49.2% | $3,665+9.8% | $2,631+53.0% |
| Participant deferral / active EE | $12,760 | $6,840+86.5% | $7,994+59.6% | $4,212+203.0% |
| Admin fee / account holder | $9,576 | $12,784-25.1% | $11,185-14.4% | $7,344+30.4% |