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 8-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 | $79,510 | $74,927+6.1% | $101,794-21.9% | $84,808-6.2% |
| Participation rate | 37.8% | 61.4%-23.6pp | 69.2%-31.3pp | 68.3%-30.5pp |
| Annual return | 17.64% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,294 | $1,522-15.0% | $2,289-43.5% | $2,631-50.8% |
| Participant deferral / active EE | $2,153 | $3,099-30.5% | $4,084-47.3% | $4,212-48.9% |
| Admin fee / account holder | $4,324 | $6,514-33.6% | $8,777-50.7% | $7,344-41.1% |