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 | $54,438 | $73,787-26.2% | $98,716-44.9% | $82,448-34.0% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 16.79% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,848 | $1,511+22.3% | $2,279-18.9% | $2,551-27.6% |
| Participant deferral / active EE | $2,930 | $3,081-4.9% | $4,048-27.6% | $4,139-29.2% |
| Admin fee / account holder | $3,833 | $6,500-41.0% | $8,703-56.0% | $7,234-47.0% |