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 | $42,839 | $159,602-73.2% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.3%-29.9pp | 80.1%-27.7pp |
| Annual return | 22.23% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,686 | $4,961-25.7% | $4,693-21.5% | $4,299-14.3% |
| Participant deferral / active EE | $5,249 | $8,310-36.8% | $7,997-34.4% | $6,507-19.3% |
| Admin fee / account holder | $1,536 | $14,846-89.7% | $13,435-88.6% | $12,624-87.8% |