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 | $48,354 | $60,892-20.6% | $82,389-41.3% | $84,808-43.0% |
| Participation rate | 43.1% | 63.3%-20.2pp | 69.5%-26.5pp | 68.3%-25.2pp |
| Annual return | 17.01% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,360 | $1,779-23.6% | $2,517-46.0% | $2,631-48.3% |
| Participant deferral / active EE | $2,711 | $3,179-14.7% | $4,155-34.7% | $4,212-35.6% |
| Admin fee / account holder | $1,469 | $5,467-73.1% | $7,231-79.7% | $7,344-80.0% |