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 | $66,435 | $86,929-23.6% | $102,423-35.1% | $80,856-17.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 18.74% | 18.88%-0.1pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,464 | $2,369-38.2% | $3,023-51.6% | $2,755-46.8% |
| Participant deferral / active EE | $2,780 | $4,118-32.5% | $5,053-45.0% | $4,296-35.3% |
| Admin fee / account holder | $6,524 | $8,049-18.9% | $9,451-31.0% | $6,918-5.7% |