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 8-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 | $76,147 | $177,572-57.1% | $154,803-50.8% | $142,382-46.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.66% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,867 | $4,810+63.5% | $4,305+82.7% | $4,299+83.0% |
| Participant deferral / active EE | $3,123 | $6,272-50.2% | $5,540-43.6% | $6,507-52.0% |
| Admin fee / account holder | $3,912 | $16,786-76.7% | $14,329-72.7% | $12,624-69.0% |