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 | $69,111 | $73,933-6.5% | $96,683-28.5% | $75,163-8.1% |
| Participation rate | 24.5% | 66.4%-41.9pp | 74.3%-49.9pp | 67.2%-42.7pp |
| Annual return | 15.51% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,295 | $2,928-55.8% | $3,737-65.3% | $2,670-51.5% |
| Participant deferral / active EE | $2,823 | $3,659-22.8% | $4,878-42.1% | $4,125-31.6% |
| Admin fee / account holder | $312 | $5,216-94.0% | $6,730-95.4% | $5,651-94.5% |