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 9-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 | $71,433 | $127,065-43.8% | $113,168-36.9% | $142,382-49.8% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 14.01% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,869 | $3,442-45.7% | $2,975-37.2% | $4,299-56.5% |
| Participant deferral / active EE | $2,703 | $5,716-52.7% | $5,107-47.1% | $6,507-58.5% |
| Admin fee / account holder | $461 | $15,736-97.1% | $12,068-96.2% | $12,624-96.3% |