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 | $39,174 | $57,016-31.3% | $84,966-53.9% | $80,856-51.6% |
| Participation rate | 65.4% | 56.3%+9.0pp | 67.5%-2.1pp | 67.6%-2.3pp |
| Annual return | 19.76% | 21.66%-1.9pp | 66.38%-46.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,024 | $1,798+12.6% | $2,727-25.8% | $2,755-26.5% |
| Participant deferral / active EE | $2,830 | $3,110-9.0% | $4,519-37.4% | $4,296-34.1% |
| Admin fee / account holder | $1,825 | $4,980-63.4% | $6,149-70.3% | $6,918-73.6% |