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 | $50,622 | $106,584-52.5% | $101,326-50.0% | $142,382-64.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 18.53% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,108 | $3,956-46.7% | $3,665-42.5% | $4,299-51.0% |
| Participant deferral / active EE | $2,147 | $8,297-74.1% | $7,994-73.1% | $6,507-67.0% |
| Admin fee / account holder | $310 | $11,446-97.3% | $11,185-97.2% | $12,624-97.5% |