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 | $74,927+27.2% | $101,794-6.4% | $84,808+12.3% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.2%-17.5pp | 68.3%-16.6pp |
| Annual return | 17.83% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,590 | $1,522+4.5% | $2,289-30.5% | $2,631-39.6% |
| Participant deferral / active EE | $2,812 | $3,099-9.3% | $4,084-31.1% | $4,212-33.2% |
| Admin fee / account holder | $1,024 | $6,514-84.3% | $8,777-88.3% | $7,344-86.1% |