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 | $61,507 | $78,520-21.7% | $96,576-36.3% | $82,448-25.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 24.82% | 41.30%-16.5pp | 38.47%-13.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $2,706 | $2,630+2.9% | $3,553-23.8% | $2,551+6.1% |
| Participant deferral / active EE | $4,053 | $6,754-40.0% | $7,956-49.1% | $4,139-2.1% |
| Admin fee / account holder | $2,823 | $13,455-79.0% | $11,381-75.2% | $7,234-61.0% |