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 | $61,986 | $81,460-23.9% | $103,333-40.0% | $80,856-23.3% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,877 | $3,105-39.6% | $3,868-51.5% | $2,755-31.9% |
| Participant deferral / active EE | $3,441 | $3,869-11.0% | $5,057-32.0% | $4,296-19.9% |
| Admin fee / account holder | $1,457 | $6,566-77.8% | $8,355-82.6% | $6,918-78.9% |