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 | $55,619 | $106,584-47.8% | $101,326-45.1% | $142,382-60.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 12.77% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,250 | $3,956-17.8% | $3,665-11.3% | $4,299-24.4% |
| Participant deferral / active EE | $6,928 | $8,297-16.5% | $7,994-13.3% | $6,507+6.5% |
| Admin fee / account holder | $5,003 | $11,446-56.3% | $11,185-55.3% | $12,624-60.4% |