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 | $44,544 | $60,892-26.8% | $82,389-45.9% | $84,808-47.5% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 20.96% | 37.29%-16.3pp | 28.67%-7.7pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,620 | $1,779-8.9% | $2,517-35.6% | $2,631-38.4% |
| Participant deferral / active EE | $3,349 | $3,179+5.3% | $4,155-19.4% | $4,212-20.5% |
| Admin fee / account holder | $4,695 | $5,467-14.1% | $7,231-35.1% | $7,344-36.1% |