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 | $62,151 | $77,503-19.8% | $100,391-38.1% | $80,856-23.1% |
| Participation rate | 61.5% | 76.9%-15.4pp | 81.5%-19.9pp | 67.6%-6.1pp |
| Annual return | 19.49% | 37.20%-17.7pp | 49.20%-29.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,253 | $2,801+16.1% | $3,942-17.5% | $2,755+18.1% |
| Participant deferral / active EE | $6,460 | $6,820-5.3% | $8,082-20.1% | $4,296+50.4% |
| Admin fee / account holder | $2,991 | $5,897-49.3% | $7,899-62.1% | $6,918-56.8% |