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 | $65,257 | $81,248-19.7% | $155,509-58.0% | $80,856-19.3% |
| Participation rate | 57.4% | 66.2%-8.8pp | 78.2%-20.7pp | 67.6%-10.2pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,696 | $3,100-45.3% | $4,672-63.7% | $2,755-38.4% |
| Participant deferral / active EE | $4,279 | $3,452+24.0% | $5,626-23.9% | $4,296-0.4% |
| Admin fee / account holder | $1,362 | $7,997-83.0% | $15,912-91.4% | $6,918-80.3% |