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 7-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 | $60,804 | $74,927-18.8% | $101,794-40.3% | $84,808-28.3% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.2%-17.8pp | 68.3%-16.9pp |
| Annual return | 18.19% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,575 | $1,522+3.5% | $2,289-31.2% | $2,631-40.1% |
| Participant deferral / active EE | $3,608 | $3,099+16.4% | $4,084-11.7% | $4,212-14.3% |
| Admin fee / account holder | $5,071 | $6,514-22.2% | $8,777-42.2% | $7,344-31.0% |