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 | $84,579 | $54,705+54.6% | $71,209+18.8% | $84,808-0.3% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.8%-16.6pp | 68.3%-11.2pp |
| Annual return | 16.93% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,324 | $2,158+7.7% | $2,721-14.6% | $2,631-11.7% |
| Participant deferral / active EE | $4,599 | $3,030+51.8% | $4,175+10.1% | $4,212+9.2% |
| Admin fee / account holder | $1,850 | $4,863-62.0% | $5,349-65.4% | $7,344-74.8% |