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 | $89,474 | $95,803-6.6% | $113,168-20.9% | $84,808+5.5% |
| Participation rate | 57.9% | 72.9%-15.0pp | 76.6%-18.7pp | 68.3%-10.4pp |
| Annual return | 18.99% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,038 | $2,360-13.6% | $2,975-31.5% | $2,631-22.5% |
| Participant deferral / active EE | $3,786 | $4,242-10.7% | $5,107-25.9% | $4,212-10.1% |
| Admin fee / account holder | $1,327 | $8,989-85.2% | $12,068-89.0% | $7,344-81.9% |