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 | $85,093 | $114,237-25.5% | $119,258-28.6% | $167,490-49.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.1pp | 82.1%-15.4pp |
| Annual return | 11.40% | 29.87%-18.5pp | 30.69%-19.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,654 | $4,481+3.9% | $4,384+6.2% | $4,837-3.8% |
| Participant deferral / active EE | $7,008 | $6,084+15.2% | $6,111+14.7% | $6,341+10.5% |
| Admin fee / account holder | $335 | $8,932-96.3% | $7,226-95.4% | $12,309-97.3% |