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 | $48,354 | $58,627-17.5% | $76,735-37.0% | $82,448-41.4% |
| Participation rate | 43.1% | 63.2%-20.1pp | 69.5%-26.4pp | 68.1%-25.0pp |
| Annual return | 17.01% | 39.10%-22.1pp | 29.77%-12.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,360 | $1,729-21.4% | $2,454-44.6% | $2,551-46.7% |
| Participant deferral / active EE | $2,711 | $3,134-13.5% | $4,088-33.7% | $4,139-34.5% |
| Admin fee / account holder | $1,469 | $5,323-72.4% | $7,189-79.6% | $7,234-79.7% |