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 6-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 | $54,547 | $60,892-10.4% | $82,389-33.8% | $84,808-35.7% |
| Participation rate | 31.4% | 63.3%-31.8pp | 69.5%-38.1pp | 68.3%-36.9pp |
| Annual return | 19.03% | 37.29%-18.3pp | 28.67%-9.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,593 | $1,779-10.5% | $2,517-36.7% | $2,631-39.5% |
| Participant deferral / active EE | $4,259 | $3,179+34.0% | $4,155+2.5% | $4,212+1.1% |
| Admin fee / account holder | $2,370 | $5,467-56.6% | $7,231-67.2% | $7,344-67.7% |