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 8-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 | $66,539 | $74,927-11.2% | $101,794-34.6% | $84,808-21.5% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.2%-17.8pp | 68.3%-16.9pp |
| Annual return | 17.92% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,539 | $1,522+1.1% | $2,289-32.8% | $2,631-41.5% |
| Participant deferral / active EE | $2,407 | $3,099-22.3% | $4,084-41.1% | $4,212-42.9% |
| Admin fee / account holder | $6,205 | $6,514-4.7% | $8,777-29.3% | $7,344-15.5% |