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 | $42,983 | $86,929-50.6% | $102,423-58.0% | $80,856-46.8% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 12.08% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,171 | $2,369-8.4% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $3,597 | $4,118-12.7% | $5,053-28.8% | $4,296-16.3% |
| Admin fee / account holder | $5,685 | $8,049-29.4% | $9,451-39.8% | $6,918-17.8% |