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 | $106,749-48.0% | $145,433-61.9% | $82,448-32.7% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 14.27% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,775 | $3,444-48.5% | $4,554-61.0% | $2,551-30.4% |
| Participant deferral / active EE | $5,613 | $6,519-13.9% | $7,897-28.9% | $4,139+35.6% |
| Admin fee / account holder | $5,665 | $8,390-32.5% | $13,129-56.9% | $7,234-21.7% |