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 | $68,961 | $177,572-61.2% | $154,803-55.5% | $142,382-51.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 17.12% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,566 | $4,810-46.7% | $4,305-40.4% | $4,299-40.3% |
| Participant deferral / active EE | $3,642 | $6,272-41.9% | $5,540-34.3% | $6,507-44.0% |
| Admin fee / account holder | $1,170 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |