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 | $64,889 | $84,556-23.3% | $116,228-44.2% | $74,304-12.7% |
| Participation rate | 60.3% | 66.0%-5.7pp | 74.6%-14.2pp | 60.3%0pp |
| Annual return | 18.44% | 18.35%+0.1pp | 90.06%-71.6pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,514 | $2,168+108.2% | $2,994+50.7% | $2,241+101.4% |
| Participant deferral / active EE | $5,236 | $3,814+37.3% | $4,953+5.7% | $3,767+39.0% |
| Admin fee / account holder | $5,573 | $3,792+47.0% | $11,989-53.5% | $2,969+87.7% |