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 | $88,868 | $109,881-19.1% | $150,045-40.8% | $84,808+4.8% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 15.00% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,744 | $3,561-51.0% | $4,693-62.8% | $2,631-33.7% |
| Participant deferral / active EE | $4,619 | $6,636-30.4% | $7,997-42.2% | $4,212+9.7% |
| Admin fee / account holder | $707 | $8,568-91.7% | $13,435-94.7% | $7,344-90.4% |