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 | $61,222 | $109,881-44.3% | $150,045-59.2% | $84,808-27.8% |
| Participation rate | 65.4% | 76.1%-10.7pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 19.16% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,021 | $3,561-43.3% | $4,693-56.9% | $2,631-23.2% |
| Participant deferral / active EE | $4,203 | $6,636-36.7% | $7,997-47.4% | $4,212-0.2% |
| Admin fee / account holder | $1,610 | $8,568-81.2% | $13,435-88.0% | $7,344-78.1% |