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 | $66,404 | $74,927-11.4% | $101,794-34.8% | $84,808-21.7% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 35.91% | 18.70%+17.2pp | 30.53%+5.4pp | 40.90%-5.0pp |
| Employer contribution / active EE | $1,013 | $1,522-33.4% | $2,289-55.7% | $2,631-61.5% |
| Participant deferral / active EE | $3,970 | $3,099+28.1% | $4,084-2.8% | $4,212-5.7% |
| Admin fee / account holder | $569 | $6,514-91.3% | $8,777-93.5% | $7,344-92.3% |