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 | $50,048 | $59,097-15.3% | $82,389-39.3% | $74,304-32.6% |
| Participation rate | 43.1% | 52.8%-9.7pp | 69.5%-26.5pp | 60.3%-17.3pp |
| Annual return | 14.58% | 22.85%-8.3pp | 28.67%-14.1pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,216 | $1,601-24.1% | $2,517-51.7% | $2,241-45.8% |
| Participant deferral / active EE | $1,680 | $2,775-39.5% | $4,155-59.6% | $3,767-55.4% |
| Admin fee / account holder | $4,506 | $4,489+0.4% | $7,231-37.7% | $2,969+51.8% |