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 | $43,078 | $68,914-37.5% | $136,749-68.5% | $74,304-42.0% |
| Participation rate | 40.8% | 51.3%-10.5pp | 72.1%-31.3pp | 60.3%-19.5pp |
| Annual return | 18.65% | 16.34%+2.3pp | 24.33%-5.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,895 | $1,561+21.4% | $3,400-44.2% | $2,241-15.4% |
| Participant deferral / active EE | $2,189 | $2,541-13.8% | $4,692-53.3% | $3,767-41.9% |
| Admin fee / account holder | $3,605 | $3,149+14.5% | $11,386-68.3% | $2,969+21.4% |