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 | $101,527 | $78,422+29.5% | $95,952+5.8% | $79,858+27.1% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 13.34% | 19.37%-6.0pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $608 | $1,945-68.7% | $2,541-76.1% | $2,471-75.4% |
| Participant deferral / active EE | $3,014 | $3,440-12.4% | $4,167-27.7% | $3,740-19.4% |
| Admin fee / account holder | $7,926 | $5,622+41.0% | $6,795+16.6% | $5,306+49.4% |