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 | $48,954 | $70,475-30.5% | $100,516-51.3% | $79,858-38.7% |
| Participation rate | 54.9% | 73.7%-18.8pp | 79.4%-24.5pp | 69.6%-14.7pp |
| Annual return | 16.75% | 21.90%-5.1pp | 30.89%-14.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,832 | $2,165-15.3% | $3,418-46.4% | $2,471-25.8% |
| Participant deferral / active EE | $4,299 | $5,181-17.0% | $6,270-31.4% | $3,740+15.0% |
| Admin fee / account holder | $3,268 | $4,478-27.0% | $8,081-59.6% | $5,306-38.4% |