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 8-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 | $43,332 | $106,749-59.4% | $145,433-70.2% | $82,448-47.4% |
| Participation rate | 66.0% | 75.6%-9.6pp | 82.1%-16.1pp | 68.1%-2.0pp |
| Annual return | 21.70% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,283 | $3,444-33.7% | $4,554-49.9% | $2,551-10.5% |
| Participant deferral / active EE | $4,043 | $6,519-38.0% | $7,897-48.8% | $4,139-2.3% |
| Admin fee / account holder | $2,396 | $8,390-71.4% | $13,129-81.7% | $7,234-66.9% |