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 | $31,650 | $86,929-63.6% | $102,423-69.1% | $80,856-60.9% |
| Participation rate | 50.6% | 72.4%-21.7pp | 76.5%-25.8pp | 67.6%-17.0pp |
| Annual return | 15.97% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,386 | $2,369-41.5% | $3,023-54.2% | $2,755-49.7% |
| Participant deferral / active EE | $2,457 | $4,118-40.3% | $5,053-51.4% | $4,296-42.8% |
| Admin fee / account holder | $1,958 | $8,049-75.7% | $9,451-79.3% | $6,918-71.7% |