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 | $25,378 | $57,590-55.9% | $86,233-70.6% | $82,448-69.2% |
| Participation rate | 57.1% | 57.9%-0.7pp | 69.0%-11.9pp | 68.1%-10.9pp |
| Annual return | 18.74% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,302 | $1,655-21.3% | $2,504-48.0% | $2,551-49.0% |
| Participant deferral / active EE | $1,747 | $3,080-43.3% | $4,559-61.7% | $4,139-57.8% |
| Admin fee / account holder | $2,511 | $4,730-46.9% | $8,342-69.9% | $7,234-65.3% |