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 | $51,151 | $74,927-31.7% | $101,794-49.8% | $84,808-39.7% |
| Participation rate | 59.6% | 61.4%-1.8pp | 69.2%-9.6pp | 68.3%-8.7pp |
| Annual return | 15.24% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,235 | $1,522+46.9% | $2,289-2.3% | $2,631-15.0% |
| Participant deferral / active EE | $6,285 | $3,099+102.8% | $4,084+53.9% | $4,212+49.2% |
| Admin fee / account holder | $8,866 | $6,514+36.1% | $8,777+1.0% | $7,344+20.7% |