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 8-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 | $61,319 | $74,927-18.2% | $101,794-39.8% | $84,808-27.7% |
| Participation rate | 34.8% | 61.4%-26.6pp | 69.2%-34.4pp | 68.3%-33.5pp |
| Annual return | 19.14% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,369 | $1,522-10.0% | $2,289-40.2% | $2,631-47.9% |
| Participant deferral / active EE | $3,032 | $3,099-2.2% | $4,084-25.8% | $4,212-28.0% |
| Admin fee / account holder | $7,198 | $6,514+10.5% | $8,777-18.0% | $7,344-2.0% |