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 | $76,924 | $74,927+2.7% | $101,794-24.4% | $84,808-9.3% |
| Participation rate | 43.0% | 61.4%-18.4pp | 69.2%-26.2pp | 68.3%-25.3pp |
| Annual return | 18.09% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,519 | $1,522-0.2% | $2,289-33.6% | $2,631-42.3% |
| Participant deferral / active EE | $3,510 | $3,099+13.3% | $4,084-14.0% | $4,212-16.7% |
| Admin fee / account holder | $6,474 | $6,514-0.6% | $8,777-26.2% | $7,344-11.8% |