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 | $60,060 | $81,460-26.3% | $103,333-41.9% | $80,856-25.7% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 17.87% | 25.55%-7.7pp | 24.88%-7.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,900 | $3,105-38.8% | $3,868-50.9% | $2,755-31.0% |
| Participant deferral / active EE | $3,857 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $574 | $6,566-91.3% | $8,355-93.1% | $6,918-91.7% |