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 | $104,453 | $89,753+16.4% | $107,525-2.9% | $84,808+23.2% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 16.08% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,021 | $3,113-67.2% | $3,754-72.8% | $2,631-61.2% |
| Participant deferral / active EE | $4,728 | $4,056+16.6% | $5,116-7.6% | $4,212+12.3% |
| Admin fee / account holder | $5,655 | $7,222-21.7% | $8,919-36.6% | $7,344-23.0% |