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 | $73,721 | $101,724-27.5% | $164,813-55.3% | $80,856-8.8% |
| Participation rate | 58.3% | 71.8%-13.5pp | 78.6%-20.3pp | 67.6%-9.3pp |
| Annual return | 11.59% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,632 | $2,953-44.7% | $4,341-62.4% | $2,755-40.8% |
| Participant deferral / active EE | $3,170 | $4,477-29.2% | $6,031-47.4% | $4,296-26.2% |
| Admin fee / account holder | $4,553 | $8,227-44.7% | $12,690-64.1% | $6,918-34.2% |