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 | $25,994 | $78,672-67.0% | $109,143-76.2% | $85,850-69.7% |
| Participation rate | 62.6% | 68.3%-5.6pp | 75.9%-13.2pp | 69.3%-6.7pp |
| Annual return | 13.68% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,636 | $2,735-40.2% | $3,722-56.0% | $2,565-36.2% |
| Participant deferral / active EE | $3,262 | $3,467-5.9% | $4,653-29.9% | $3,952-17.5% |
| Admin fee / account holder | $5,180 | $5,469-5.3% | $6,752-23.3% | $6,260-17.2% |