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 | $73,304 | $78,422-6.5% | $95,952-23.6% | $79,858-8.2% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 16.84% | 19.37%-2.5pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,718 | $1,945-11.7% | $2,541-32.4% | $2,471-30.5% |
| Participant deferral / active EE | $4,215 | $3,440+22.5% | $4,167+1.2% | $3,740+12.7% |
| Admin fee / account holder | $1,318 | $5,622-76.6% | $6,795-80.6% | $5,306-75.2% |