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 | $64,193 | $117,983-45.6% | $101,794-36.9% | $142,382-54.9% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 16.78% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,487 | $2,773-46.4% | $2,289-35.1% | $4,299-65.4% |
| Participant deferral / active EE | $3,041 | $4,714-35.5% | $4,084-25.5% | $6,507-53.3% |
| Admin fee / account holder | $4,320 | $10,433-58.6% | $8,777-50.8% | $12,624-65.8% |