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 | $74,264 | $76,407-2.8% | $150,298-50.6% | $82,448-9.9% |
| Participation rate | 51.5% | 66.4%-14.9pp | 77.8%-26.2pp | 68.1%-16.6pp |
| Annual return | 19.42% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,515 | $2,614-3.8% | $4,154-39.5% | $2,551-1.4% |
| Participant deferral / active EE | $5,726 | $3,214+78.1% | $5,453+5.0% | $4,139+38.3% |
| Admin fee / account holder | $4,894 | $6,352-22.9% | $14,116-65.3% | $7,234-32.3% |