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 | $87,366 | $178,174-51.0% | $156,181-44.1% | $137,256-36.3% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 19.99% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,175 | $4,972-76.4% | $4,294-72.6% | $4,156-71.7% |
| Participant deferral / active EE | $2,859 | $6,888-58.5% | $6,132-53.4% | $6,407-55.4% |
| Admin fee / account holder | $6,372 | $17,404-63.4% | $14,586-56.3% | $12,270-48.1% |