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 | $76,092 | $55,706+36.6% | $75,886+0.3% | $72,985+4.3% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.3%-9.3pp | 69.5%-9.5pp |
| Annual return | 28.39% | 27.59%+0.8pp | 30.76%-2.4pp | 81.00%-52.6pp |
| Employer contribution / active EE | $762 | $1,687-54.8% | $2,500-69.5% | $2,440-68.8% |
| Participant deferral / active EE | $5,122 | $2,634+94.5% | $3,603+42.2% | $3,607+42.0% |
| Admin fee / account holder | $377 | $3,978-90.5% | $5,418-93.0% | $5,124-92.6% |