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 | $46,031 | $81,460-43.5% | $103,333-55.5% | $80,856-43.1% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 21.46% | 25.55%-4.1pp | 24.88%-3.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,563 | $3,105-17.5% | $3,868-33.7% | $2,755-7.0% |
| Participant deferral / active EE | $3,767 | $3,869-2.6% | $5,057-25.5% | $4,296-12.3% |
| Admin fee / account holder | $1,748 | $6,566-73.4% | $8,355-79.1% | $6,918-74.7% |