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 | $83,669 | $127,065-34.2% | $113,168-26.1% | $142,382-41.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 19.35% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,967 | $3,442-13.8% | $2,975-0.3% | $4,299-31.0% |
| Participant deferral / active EE | $6,675 | $5,716+16.8% | $5,107+30.7% | $6,507+2.6% |
| Admin fee / account holder | $315 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |