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 | $67,194 | $83,477-19.5% | $125,175-46.3% | $72,985-7.9% |
| Participation rate | 53.6% | 73.3%-19.7pp | 79.8%-26.2pp | 69.5%-15.9pp |
| Annual return | 22.39% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,968 | $2,345+26.6% | $3,865-23.2% | $2,440+21.6% |
| Participant deferral / active EE | $5,577 | $3,585+55.6% | $4,937+13.0% | $3,607+54.6% |
| Admin fee / account holder | $2,323 | $5,517-57.9% | $9,702-76.1% | $5,124-54.7% |