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 | $52,177 | $58,627-11.0% | $76,735-32.0% | $82,448-36.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 16.59% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,502 | $1,729-13.1% | $2,454-38.8% | $2,551-41.1% |
| Participant deferral / active EE | $2,360 | $3,134-24.7% | $4,088-42.3% | $4,139-43.0% |
| Admin fee / account holder | $311 | $5,323-94.2% | $7,189-95.7% | $7,234-95.7% |