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 | $40,801 | $63,764-36.0% | $81,930-50.2% | $79,858-48.9% |
| Participation rate | 57.7% | 67.5%-9.8pp | 72.0%-14.3pp | 69.6%-11.9pp |
| Annual return | 18.57% | 22.66%-4.1pp | 29.49%-10.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,303 | $1,795-27.4% | $4,310-69.8% | $2,471-47.3% |
| Participant deferral / active EE | $2,360 | $2,780-15.1% | $7,107-66.8% | $3,740-36.9% |
| Admin fee / account holder | $3,825 | $4,426-13.6% | $5,158-25.8% | $5,306-27.9% |