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 6-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 | $50,768 | $109,413-53.6% | $156,263-67.5% | $84,808-40.1% |
| Participation rate | 69.1% | 72.7%-3.6pp | 78.9%-9.8pp | 68.3%+0.8pp |
| Annual return | 14.60% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,633 | $2,907-9.4% | $4,333-39.2% | $2,631+0.1% |
| Participant deferral / active EE | $6,893 | $4,590+50.2% | $6,158+11.9% | $4,212+63.7% |
| Admin fee / account holder | $551 | $9,357-94.1% | $14,255-96.1% | $7,344-92.5% |