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 | $54,476 | $80,717-32.5% | $154,803-64.8% | $84,808-35.8% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 20.71% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,455 | $2,761-47.3% | $4,305-66.2% | $2,631-44.7% |
| Participant deferral / active EE | $2,764 | $3,303-16.3% | $5,540-50.1% | $4,212-34.4% |
| Admin fee / account holder | $15,748 | $6,746+133.5% | $14,329+9.9% | $7,344+114.4% |