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 | $57,058 | $101,724-43.9% | $164,813-65.4% | $80,856-29.4% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.6%-4.0pp |
| Annual return | 12.88% | 16.72%-3.8pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,021 | $2,953+2.3% | $4,341-30.4% | $2,755+9.6% |
| Participant deferral / active EE | $6,656 | $4,477+48.7% | $6,031+10.4% | $4,296+54.9% |
| Admin fee / account holder | $3,489 | $8,227-57.6% | $12,690-72.5% | $6,918-49.6% |