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 | $77,102 | $94,315-18.3% | $239,403-67.8% | $116,462-33.8% |
| Participation rate | 34.5% | 71.7%-37.2pp | 82.2%-47.7pp | 74.7%-40.2pp |
| Annual return | 17.03% | 19.05%-2.0pp | 3.34%+13.7pp | 15.65%+1.4pp |
| Employer contribution / active EE | $1,016 | $1,745-41.7% | $4,656-78.2% | $3,231-68.5% |
| Participant deferral / active EE | $2,033 | $2,870-29.2% | $4,239-52.0% | $3,836-47.0% |
| Admin fee / account holder | $11,337 | $9,071+25.0% | $21,121-46.3% | $12,754-11.1% |