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 | $45,001 | $73,933-39.1% | $96,683-53.5% | $75,163-40.1% |
| Participation rate | 59.0% | 66.4%-7.4pp | 74.3%-15.4pp | 67.2%-8.2pp |
| Annual return | 16.17% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,955 | $2,928-33.2% | $3,737-47.7% | $2,670-26.8% |
| Participant deferral / active EE | $3,778 | $3,659+3.3% | $4,878-22.5% | $4,125-8.4% |
| Admin fee / account holder | $2,288 | $5,216-56.1% | $6,730-66.0% | $5,651-59.5% |