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 | $28,423 | $55,706-49.0% | $75,886-62.5% | $72,985-61.1% |
| Participation rate | 67.6% | 61.1%+6.4pp | 69.3%-1.7pp | 69.5%-1.9pp |
| Annual return | 31.76% | 27.59%+4.2pp | 30.76%+1.0pp | 81.00%-49.2pp |
| Employer contribution / active EE | $3,898 | $1,687+131.1% | $2,500+55.9% | $2,440+59.8% |
| Participant deferral / active EE | $3,940 | $2,634+49.6% | $3,603+9.4% | $3,607+9.2% |
| Admin fee / account holder | $1,910 | $3,978-52.0% | $5,418-64.7% | $5,124-62.7% |