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 | $45,884 | $76,407-39.9% | $150,298-69.5% | $82,448-44.3% |
| Participation rate | 56.7% | 66.4%-9.7pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 14.55% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,985 | $2,614-24.1% | $4,154-52.2% | $2,551-22.2% |
| Participant deferral / active EE | $2,621 | $3,214-18.5% | $5,453-51.9% | $4,139-36.7% |
| Admin fee / account holder | $4,417 | $6,352-30.5% | $14,116-68.7% | $7,234-38.9% |