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 | $53,962 | $52,580+2.6% | $71,671-24.7% | $70,131-23.1% |
| Participation rate | 56.8% | 60.9%-4.1pp | 68.7%-12.0pp | 69.5%-12.8pp |
| Annual return | 15.14% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,928 | $1,616+19.3% | $2,460-21.6% | $2,342-17.7% |
| Participant deferral / active EE | $2,482 | $2,386+4.0% | $3,438-27.8% | $3,332-25.5% |
| Admin fee / account holder | $851 | $3,653-76.7% | $5,558-84.7% | $4,645-81.7% |