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 | $74,693 | $60,022+24.4% | $88,946-16.0% | $84,808-11.9% |
| Participation rate | 22.4% | 57.8%-35.4pp | 68.8%-46.4pp | 68.3%-45.9pp |
| Annual return | 16.96% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,078 | $1,703-36.7% | $2,555-57.8% | $2,631-59.0% |
| Participant deferral / active EE | $2,785 | $3,114-10.6% | $4,581-39.2% | $4,212-33.9% |
| Admin fee / account holder | $1,261 | $4,811-73.8% | $8,261-84.7% | $7,344-82.8% |