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 | $69,693 | $81,460-14.4% | $103,333-32.6% | $80,856-13.8% |
| Participation rate | 18.9% | 66.8%-47.9pp | 74.5%-55.6pp | 67.6%-48.7pp |
| Annual return | 14.84% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,342 | $3,105-56.8% | $3,868-65.3% | $2,755-51.3% |
| Participant deferral / active EE | $2,532 | $3,869-34.6% | $5,057-49.9% | $4,296-41.1% |
| Admin fee / account holder | $10,921 | $6,566+66.3% | $8,355+30.7% | $6,918+57.9% |