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 8-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 | $63,459 | $81,460-22.1% | $103,333-38.6% | $80,856-21.5% |
| Participation rate | 59.0% | 66.8%-7.9pp | 74.5%-15.5pp | 67.6%-8.7pp |
| Annual return | 21.34% | 25.55%-4.2pp | 24.88%-3.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $3,209 | $3,105+3.4% | $3,868-17.0% | $2,755+16.5% |
| Participant deferral / active EE | $5,723 | $3,869+47.9% | $5,057+13.2% | $4,296+33.2% |
| Admin fee / account holder | $5,234 | $6,566-20.3% | $8,355-37.4% | $6,918-24.3% |