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 | $55,932 | $65,365-14.4% | $92,893-39.8% | $72,985-23.4% |
| Participation rate | 32.0% | 68.3%-36.3pp | 76.0%-44.0pp | 69.5%-37.5pp |
| Annual return | 21.80% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,008 | $2,594-61.2% | $3,653-72.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,447 | $3,128-53.8% | $4,236-65.9% | $3,607-59.9% |
| Admin fee / account holder | $5,772 | $4,251+35.8% | $5,794-0.4% | $5,124+12.6% |