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 | $70,756 | $97,125-27.1% | $86,233-17.9% | $137,256-48.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 15.00% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,628 | $2,841+27.7% | $2,504+44.9% | $4,156-12.7% |
| Participant deferral / active EE | $5,558 | $5,180+7.3% | $4,559+21.9% | $6,407-13.3% |
| Admin fee / account holder | $11,131 | $9,725+14.5% | $8,342+33.4% | $12,270-9.3% |