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 | $81,681 | $95,453-14.4% | $112,040-27.1% | $82,448-0.9% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 18.18% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,530 | $2,318+9.2% | $2,954-14.3% | $2,551-0.8% |
| Participant deferral / active EE | $3,986 | $4,224-5.6% | $5,098-21.8% | $4,139-3.7% |
| Admin fee / account holder | $3,967 | $9,013-56.0% | $12,098-67.2% | $7,234-45.2% |