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 | $65,064 | $73,933-12.0% | $96,683-32.7% | $75,163-13.4% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 16.90% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,969 | $2,928-32.8% | $3,737-47.3% | $2,670-26.3% |
| Participant deferral / active EE | $3,173 | $3,659-13.3% | $4,878-35.0% | $4,125-23.1% |
| Admin fee / account holder | $831 | $5,216-84.1% | $6,730-87.7% | $5,651-85.3% |