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 9-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 | $57,292 | $91,190-37.2% | $178,490-67.9% | $79,858-28.3% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 13.21% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,401 | $3,256-57.0% | $5,011-72.0% | $2,471-43.3% |
| Participant deferral / active EE | $3,984 | $3,236+23.1% | $5,202-23.4% | $3,740+6.5% |
| Admin fee / account holder | $6,872 | $6,751+1.8% | $13,984-50.9% | $5,306+29.5% |