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 | $91,260 | $109,413-16.6% | $156,263-41.6% | $84,808+7.6% |
| Participation rate | 67.4% | 72.7%-5.2pp | 78.9%-11.5pp | 68.3%-0.9pp |
| Annual return | 15.46% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,651 | $2,907-8.8% | $4,333-38.8% | $2,631+0.8% |
| Participant deferral / active EE | $4,425 | $4,590-3.6% | $6,158-28.2% | $4,212+5.1% |
| Admin fee / account holder | $5,497 | $9,357-41.3% | $14,255-61.4% | $7,344-25.1% |