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 | $68,289 | $72,277-5.5% | $101,248-32.6% | $79,858-14.5% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 15.24% | 22.30%-7.1pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,067 | $2,692-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $4,319 | $3,282+31.6% | $4,370-1.2% | $3,740+15.5% |
| Admin fee / account holder | $13,339 | $4,400+203.1% | $5,945+124.4% | $5,306+151.4% |