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 | $52,141 | $60,022-13.1% | $88,946-41.4% | $84,808-38.5% |
| Participation rate | 44.6% | 57.8%-13.2pp | 68.8%-24.2pp | 68.3%-23.7pp |
| Annual return | 16.69% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,011 | $1,703-40.6% | $2,555-60.4% | $2,631-61.6% |
| Participant deferral / active EE | $3,424 | $3,114+10.0% | $4,581-25.3% | $4,212-18.7% |
| Admin fee / account holder | $4,441 | $4,811-7.7% | $8,261-46.2% | $7,344-39.5% |