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 8-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 | $74,127 | $72,277+2.6% | $101,248-26.8% | $79,858-7.2% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | 16.89% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,010 | $2,692-62.5% | $3,660-72.4% | $2,471-59.1% |
| Participant deferral / active EE | $2,338 | $3,282-28.8% | $4,370-46.5% | $3,740-37.5% |
| Admin fee / account holder | $1,321 | $4,400-70.0% | $5,945-77.8% | $5,306-75.1% |