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 9-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 | $81,526 | $95,266-14.4% | $82,389-1.0% | $142,382-42.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 12.72% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,625 | $2,991-12.2% | $2,517+4.3% | $4,299-38.9% |
| Participant deferral / active EE | $3,081 | $4,809-35.9% | $4,155-25.8% | $6,507-52.7% |
| Admin fee / account holder | $1,303 | $8,563-84.8% | $7,231-82.0% | $12,624-89.7% |