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 | $58,717 | $77,314-24.1% | $177,989-67.0% | $80,856-27.4% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 14.72% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,114 | $2,292-7.8% | $3,949-46.5% | $2,755-23.3% |
| Participant deferral / active EE | $4,766 | $4,411+8.1% | $6,276-24.1% | $4,296+11.0% |
| Admin fee / account holder | $1,415 | $7,191-80.3% | $10,363-86.4% | $6,918-79.6% |