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 | $43,784 | $57,016-23.2% | $84,966-48.5% | $80,856-45.8% |
| Participation rate | 45.9% | 56.3%-10.4pp | 67.5%-21.6pp | 67.6%-21.7pp |
| Annual return | 12.77% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,296 | $1,798-27.9% | $2,727-52.5% | $2,755-53.0% |
| Participant deferral / active EE | $2,547 | $3,110-18.1% | $4,519-43.6% | $4,296-40.7% |
| Admin fee / account holder | $1,039 | $4,980-79.1% | $6,149-83.1% | $6,918-85.0% |