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 | $81,589 | $172,111-52.6% | $150,298-45.7% | $137,256-40.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 19.84% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,622 | $4,636-65.0% | $4,154-61.0% | $4,156-61.0% |
| Participant deferral / active EE | $5,803 | $6,166-5.9% | $5,453+6.4% | $6,407-9.4% |
| Admin fee / account holder | $4,670 | $16,471-71.6% | $14,116-66.9% | $12,270-61.9% |