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 8-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 | $71,183 | $68,547+3.8% | $120,354-40.9% | $80,856-12.0% |
| Participation rate | 58.0% | 61.6%-3.6pp | 71.9%-13.9pp | 67.6%-9.6pp |
| Annual return | 12.58% | 23.60%-11.0pp | 107.15%-94.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,802 | $2,051-12.1% | $3,463-48.0% | $2,755-34.6% |
| Participant deferral / active EE | $3,116 | $3,173-1.8% | $4,991-37.6% | $4,296-27.5% |
| Admin fee / account holder | $3,577 | $5,732-37.6% | $9,423-62.0% | $6,918-48.3% |