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 | $45,067 | $87,733-48.6% | $106,548-57.7% | $85,850-47.5% |
| Participation rate | 69.7% | 71.9%-2.2pp | 76.1%-6.4pp | 69.3%+0.4pp |
| Annual return | 20.15% | 21.86%-1.7pp | 26.80%-6.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,897 | $2,073-8.5% | $2,819-32.7% | $2,565-26.1% |
| Participant deferral / active EE | $3,417 | $3,469-1.5% | $4,398-22.3% | $3,952-13.5% |
| Admin fee / account holder | $1,292 | $6,767-80.9% | $7,407-82.6% | $6,260-79.4% |