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 | $39,912 | $69,362-42.5% | $101,248-60.6% | $73,488-45.7% |
| Participation rate | 55.4% | 68.4%-12.9pp | 75.8%-20.4pp | 70.7%-15.2pp |
| Annual return | 18.33% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,052 | $2,628-21.9% | $3,660-43.9% | $2,270-9.6% |
| Participant deferral / active EE | $3,184 | $3,300-3.5% | $4,370-27.1% | $3,740-14.9% |
| Admin fee / account holder | $2,585 | $704+267.4% | $5,945-56.5% | $513+403.9% |