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 6-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 | $77,213 | $81,460-5.2% | $103,333-25.3% | $80,856-4.5% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.3pp | 67.6%-35.4pp |
| Annual return | 12.14% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,367 | $3,105-56.0% | $3,868-64.7% | $2,755-50.4% |
| Participant deferral / active EE | $2,631 | $3,869-32.0% | $5,057-48.0% | $4,296-38.7% |
| Admin fee / account holder | $3,941 | $6,566-40.0% | $8,355-52.8% | $6,918-43.0% |