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 | $47,740 | $86,929-45.1% | $102,423-53.4% | $80,856-41.0% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.1pp |
| Annual return | 12.81% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $759 | $2,369-68.0% | $3,023-74.9% | $2,755-72.5% |
| Participant deferral / active EE | $4,497 | $4,118+9.2% | $5,053-11.0% | $4,296+4.7% |
| Admin fee / account holder | $2,075 | $8,049-74.2% | $9,451-78.0% | $6,918-70.0% |