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 | $84,765 | $65,561+29.3% | $91,541-7.4% | $74,304+14.1% |
| Participation rate | 45.9% | 56.6%-10.6pp | 69.8%-23.8pp | 60.3%-14.4pp |
| Annual return | 21.35% | 17.68%+3.7pp | 20.50%+0.8pp | 29.43%-8.1pp |
| Employer contribution / active EE | $1,977 | $1,717+15.1% | $2,505-21.1% | $2,241-11.8% |
| Participant deferral / active EE | $4,117 | $2,918+41.1% | $4,008+2.7% | $3,767+9.3% |
| Admin fee / account holder | $9,271 | $3,333+178.2% | $6,956+33.3% | $2,969+212.3% |