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 6-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 | $76,317 | $51,175+49.1% | $70,515+8.2% | $75,163+1.5% |
| Participation rate | 43.6% | 60.9%-17.3pp | 68.3%-24.8pp | 67.2%-23.6pp |
| Annual return | 23.68% | 30.02%-6.3pp | 32.77%-9.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $457 | $1,826-75.0% | $2,973-84.6% | $2,670-82.9% |
| Participant deferral / active EE | $2,397 | $2,849-15.9% | $4,567-47.5% | $4,125-41.9% |
| Admin fee / account holder | $357 | $4,091-91.3% | $6,412-94.4% | $5,651-93.7% |