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 | $62,439 | $74,927-16.7% | $101,794-38.7% | $84,808-26.4% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.2%-9.7pp | 68.3%-8.8pp |
| Annual return | 18.25% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,489 | $1,522-2.2% | $2,289-34.9% | $2,631-43.4% |
| Participant deferral / active EE | $3,025 | $3,099-2.4% | $4,084-25.9% | $4,212-28.2% |
| Admin fee / account holder | $589 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |