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 | $25,737 | $59,839-57.0% | $81,983-68.6% | $79,858-67.8% |
| Participation rate | 68.2% | 61.6%+6.6pp | 69.2%-1.1pp | 69.6%-1.5pp |
| Annual return | 37.63% | 17.56%+20.1pp | 41.31%-3.7pp | 31.71%+5.9pp |
| Employer contribution / active EE | $1,520 | $1,713-11.3% | $2,498-39.1% | $2,471-38.5% |
| Participant deferral / active EE | $2,232 | $2,695-17.2% | $3,722-40.0% | $3,740-40.3% |
| Admin fee / account holder | $419 | $4,287-90.2% | $5,664-92.6% | $5,306-92.1% |