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 | $69,674 | $80,968-13.9% | $96,544-27.8% | $75,163-7.3% |
| Participation rate | 45.2% | 71.8%-26.5pp | 76.0%-30.7pp | 67.2%-22.0pp |
| Annual return | 16.74% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,001 | $2,282-56.1% | $2,965-66.2% | $2,670-62.5% |
| Participant deferral / active EE | $2,319 | $3,928-41.0% | $4,851-52.2% | $4,125-43.8% |
| Admin fee / account holder | $5,614 | $6,724-16.5% | $8,252-32.0% | $5,651-0.7% |