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 3-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 | $42,808 | $93,571-54.3% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 24.69% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $2,172 | $3,537-38.6% | $4,856-55.3% | $2,670-18.7% |
| Participant deferral / active EE | $5,099 | $6,404-20.4% | $7,758-34.3% | $4,125+23.6% |
| Admin fee / account holder | $6,087 | $6,975-12.7% | $10,762-43.4% | $5,651+7.7% |