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 | $87,509 | $95,803-8.7% | $113,168-22.7% | $84,808+3.2% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 17.46% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,227 | $2,360-48.0% | $2,975-58.8% | $2,631-53.4% |
| Participant deferral / active EE | $3,411 | $4,242-19.6% | $5,107-33.2% | $4,212-19.0% |
| Admin fee / account holder | $3,070 | $8,989-65.8% | $12,068-74.6% | $7,344-58.2% |