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 | $54,559 | $60,444-9.7% | $68,948-20.9% | $82,448-33.8% |
| Participation rate | 55.2% | 73.6%-18.4pp | 79.2%-24.0pp | 68.1%-12.9pp |
| Annual return | 12.48% | 15.42%-2.9pp | 28.39%-15.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,287 | $3,449-33.7% | $4,165-45.1% | $2,551-10.4% |
| Participant deferral / active EE | $2,135 | $3,658-41.6% | $6,186-65.5% | $4,139-48.4% |
| Admin fee / account holder | $818 | $6,421-87.3% | $7,539-89.2% | $7,234-88.7% |