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 | $71,389 | $127,065-43.8% | $113,168-36.9% | $142,382-49.9% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 21.46% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,744 | $3,442-49.3% | $2,975-41.4% | $4,299-59.4% |
| Participant deferral / active EE | $6,118 | $5,716+7.0% | $5,107+19.8% | $6,507-6.0% |
| Admin fee / account holder | $7,778 | $15,736-50.6% | $12,068-35.5% | $12,624-38.4% |