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 | $75,020 | $76,367-1.8% | $93,606-19.9% | $72,985+2.8% |
| Participation rate | 67.5% | 71.7%-4.2pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 21.15% | 25.82%-4.7pp | 32.76%-11.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,714 | $2,275+19.3% | $2,718-0.1% | $2,440+11.2% |
| Participant deferral / active EE | $5,760 | $3,538+62.8% | $4,069+41.6% | $3,607+59.7% |
| Admin fee / account holder | $1,285 | $6,838-81.2% | $7,888-83.7% | $5,124-74.9% |