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 | $53,268 | $124,281-57.1% | $109,143-51.2% | $167,490-68.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 23.44% | 26.04%-2.6pp | 25.75%-2.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,584 | $4,207-62.4% | $3,722-57.4% | $4,837-67.3% |
| Participant deferral / active EE | $4,455 | $5,255-15.2% | $4,653-4.3% | $6,341-29.8% |
| Admin fee / account holder | $1,045 | $7,970-86.9% | $6,752-84.5% | $12,309-91.5% |