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 | $52,405 | $93,571-44.0% | $135,903-61.4% | $75,163-30.3% |
| Participation rate | 64.4% | 75.2%-10.7pp | 81.9%-17.5pp | 67.2%-2.7pp |
| Annual return | 22.52% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,928 | $3,537-17.2% | $4,856-39.7% | $2,670+9.7% |
| Participant deferral / active EE | $5,451 | $6,404-14.9% | $7,758-29.7% | $4,125+32.1% |
| Admin fee / account holder | $784 | $6,975-88.8% | $10,762-92.7% | $5,651-86.1% |