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 | $46,564 | $55,371-15.9% | $95,585-51.3% | $74,304-37.3% |
| Participation rate | 65.0% | 53.8%+11.2pp | 72.1%-7.1pp | 60.3%+4.7pp |
| Annual return | 14.80% | 24.26%-9.5pp | 38.56%-23.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $377 | $1,437-73.7% | $2,527-85.1% | $2,241-83.2% |
| Participant deferral / active EE | $1,887 | $2,955-36.1% | $4,023-53.1% | $3,767-49.9% |
| Admin fee / account holder | $431 | $2,620-83.6% | $6,127-93.0% | $2,969-85.5% |