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 | $62,555 | $60,022+4.2% | $88,946-29.7% | $84,808-26.2% |
| Participation rate | 52.1% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.2pp |
| Annual return | 16.26% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,266 | $1,703+33.1% | $2,555-11.3% | $2,631-13.9% |
| Participant deferral / active EE | $4,027 | $3,114+29.3% | $4,581-12.1% | $4,212-4.4% |
| Admin fee / account holder | $2,463 | $4,811-48.8% | $8,261-70.2% | $7,344-66.5% |