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 | $77,958 | $101,724-23.4% | $164,813-52.7% | $80,856-3.6% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 13.47% | 16.72%-3.2pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,310 | $2,953+12.1% | $4,341-23.7% | $2,755+20.2% |
| Participant deferral / active EE | $6,893 | $4,477+54.0% | $6,031+14.3% | $4,296+60.5% |
| Admin fee / account holder | $33,632 | $8,227+308.8% | $12,690+165.0% | $6,918+386.2% |