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 | $67,519 | $73,933-8.7% | $96,683-30.2% | $75,163-10.2% |
| Participation rate | 63.9% | 66.4%-2.5pp | 74.3%-10.5pp | 67.2%-3.3pp |
| Annual return | 19.44% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,690 | $2,928-42.3% | $3,737-54.8% | $2,670-36.7% |
| Participant deferral / active EE | $3,870 | $3,659+5.8% | $4,878-20.7% | $4,125-6.2% |
| Admin fee / account holder | $11,587 | $5,216+122.1% | $6,730+72.2% | $5,651+105.0% |