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 5-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 | $71,254 | $73,787-3.4% | $98,716-27.8% | $82,448-13.6% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.3%-17.6pp | 68.1%-16.4pp |
| Annual return | 17.26% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,580 | $1,511+70.7% | $2,279+13.2% | $2,551+1.1% |
| Participant deferral / active EE | $4,639 | $3,081+50.5% | $4,048+14.6% | $4,139+12.1% |
| Admin fee / account holder | $1,863 | $6,500-71.3% | $8,703-78.6% | $7,234-74.2% |