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 | $45,777 | $80,717-43.3% | $154,803-70.4% | $84,808-46.0% |
| Participation rate | 43.1% | 66.8%-23.8pp | 78.1%-35.0pp | 68.3%-25.3pp |
| Annual return | 15.42% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,333 | $2,761-51.7% | $4,305-69.0% | $2,631-49.3% |
| Participant deferral / active EE | $3,044 | $3,303-7.9% | $5,540-45.1% | $4,212-27.7% |
| Admin fee / account holder | $6,767 | $6,746+0.3% | $14,329-52.8% | $7,344-7.9% |