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 | $93,832 | $124,319-24.5% | $111,297-15.7% | $167,490-44.0% |
| Participation rate | 65.0% | 79.6%-14.6pp | 77.3%-12.3pp | 82.1%-17.1pp |
| Annual return | 11.62% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,536 | $3,435-26.2% | $2,731-7.1% | $4,837-47.6% |
| Participant deferral / active EE | $6,982 | $5,180+34.8% | $4,487+55.6% | $6,341+10.1% |
| Admin fee / account holder | $2,097 | $10,618-80.3% | $7,964-73.7% | $12,309-83.0% |