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 | $48,790 | $109,881-55.6% | $150,045-67.5% | $84,808-42.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 22.81% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,553 | $3,561-56.4% | $4,693-66.9% | $2,631-41.0% |
| Participant deferral / active EE | $3,944 | $6,636-40.6% | $7,997-50.7% | $4,212-6.4% |
| Admin fee / account holder | $331 | $8,568-96.1% | $13,435-97.5% | $7,344-95.5% |