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 | $55,463 | $109,881-49.5% | $150,045-63.0% | $84,808-34.6% |
| Participation rate | 63.4% | 76.1%-12.7pp | 82.3%-18.9pp | 68.3%-4.9pp |
| Annual return | 14.27% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,775 | $3,561-50.2% | $4,693-62.2% | $2,631-32.5% |
| Participant deferral / active EE | $5,613 | $6,636-15.4% | $7,997-29.8% | $4,212+33.3% |
| Admin fee / account holder | $5,665 | $8,568-33.9% | $13,435-57.8% | $7,344-22.9% |