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 | $64,181 | $163,101-60.6% | $136,749-53.1% | $142,382-54.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 14.04% | 27.54%-13.5pp | 24.33%-10.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,461 | $4,117+32.7% | $3,400+60.6% | $4,299+27.0% |
| Participant deferral / active EE | $5,476 | $5,585-1.9% | $4,692+16.7% | $6,507-15.8% |
| Admin fee / account holder | $10,076 | $14,318-29.6% | $11,386-11.5% | $12,624-20.2% |