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 | $25,603 | $93,571-72.6% | $135,903-81.2% | $75,163-65.9% |
| Participation rate | 69.0% | 75.2%-6.1pp | 81.9%-12.9pp | 67.2%+1.9pp |
| Annual return | 24.62% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,765 | $3,537-21.8% | $4,856-43.1% | $2,670+3.6% |
| Participant deferral / active EE | $4,501 | $6,404-29.7% | $7,758-42.0% | $4,125+9.1% |
| Admin fee / account holder | $4,094 | $6,975-41.3% | $10,762-62.0% | $5,651-27.6% |