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 7-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 | $95,276 | $73,787+29.1% | $98,716-3.5% | $82,448+15.6% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.3%-17.6pp | 68.1%-16.3pp |
| Annual return | 17.83% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,590 | $1,511+5.2% | $2,279-30.2% | $2,551-37.7% |
| Participant deferral / active EE | $2,812 | $3,081-8.7% | $4,048-30.5% | $4,139-32.1% |
| Admin fee / account holder | $1,024 | $6,500-84.2% | $8,703-88.2% | $7,234-85.8% |