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 9-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 | $51,649 | $60,022-14.0% | $88,946-41.9% | $84,808-39.1% |
| Participation rate | 43.2% | 57.8%-14.7pp | 68.8%-25.7pp | 68.3%-25.1pp |
| Annual return | 19.40% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,212 | $1,703+29.9% | $2,555-13.4% | $2,631-15.9% |
| Participant deferral / active EE | $4,903 | $3,114+57.5% | $4,581+7.0% | $4,212+16.4% |
| Admin fee / account holder | $22,378 | $4,811+365.1% | $8,261+170.9% | $7,344+204.7% |