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 | $100,634 | $94,625+6.4% | $116,228-13.4% | $84,808+18.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 16.68% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,517 | $2,347-35.4% | $2,994-49.3% | $2,631-42.4% |
| Participant deferral / active EE | $4,218 | $3,972+6.2% | $4,953-14.8% | $4,212+0.2% |
| Admin fee / account holder | $6,602 | $10,091-34.6% | $11,989-44.9% | $7,344-10.1% |