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 6-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 | $67,841 | $76,050-10.8% | $96,544-29.7% | $71,457-5.1% |
| Participation rate | 58.1% | 74.4%-16.3pp | 76.0%-17.9pp | 67.9%-9.8pp |
| Annual return | 15.92% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,053 | $2,244-53.1% | $2,965-64.5% | $2,588-59.3% |
| Participant deferral / active EE | $3,688 | $4,215-12.5% | $4,851-24.0% | $4,289-14.0% |
| Admin fee / account holder | $4,179 | $2,707+54.4% | $8,252-49.4% | $1,587+163.3% |