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 | $58,030 | $210,408-72.4% | $153,485-62.2% | $145,922-60.2% |
| Participation rate | 63.6% | 82.1%-18.5pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 14.75% | 13.37%+1.4pp | 15.65%-0.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,121 | $6,048-48.4% | $5,039-38.1% | $4,660-33.0% |
| Participant deferral / active EE | $5,571 | $7,975-30.1% | $6,757-17.5% | $6,688-16.7% |
| Admin fee / account holder | $358 | $19,419-98.2% | $12,724-97.2% | $13,397-97.3% |