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 | $28,323 | $67,703-58.2% | $127,761-77.8% | $65,185-56.5% |
| Participation rate | 53.0% | 74.5%-21.5pp | 79.0%-26.0pp | 70.2%-17.2pp |
| Annual return | 22.78% | 24.36%-1.6pp | 26.14%-3.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,415 | $3,724-35.1% | $4,574-47.2% | $2,177+11.0% |
| Participant deferral / active EE | $3,994 | $4,787-16.6% | $6,021-33.7% | $3,514+13.7% |
| Admin fee / account holder | $4,694 | $618+658.9% | $9,395-50.0% | $847+454.1% |