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 | $59,480 | $86,929-31.6% | $102,423-41.9% | $80,856-26.4% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.6%-11.5pp |
| Annual return | 15.35% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,518 | $2,369+6.3% | $3,023-16.7% | $2,755-8.6% |
| Participant deferral / active EE | $3,365 | $4,118-18.3% | $5,053-33.4% | $4,296-21.7% |
| Admin fee / account holder | $1,178 | $8,049-85.4% | $9,451-87.5% | $6,918-83.0% |