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 | $67,536 | $73,787-8.5% | $98,716-31.6% | $82,448-18.1% |
| Participation rate | 57.0% | 61.4%-4.4pp | 69.3%-12.3pp | 68.1%-11.1pp |
| Annual return | 16.09% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,970 | $1,511+30.3% | $2,279-13.6% | $2,551-22.8% |
| Participant deferral / active EE | $3,776 | $3,081+22.5% | $4,048-6.7% | $4,139-8.8% |
| Admin fee / account holder | $5,785 | $6,500-11.0% | $8,703-33.5% | $7,234-20.0% |