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 | $70,997 | $86,929-18.3% | $102,423-30.7% | $80,856-12.2% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.1pp | 67.6%-16.2pp |
| Annual return | 16.25% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,088 | $2,369-11.9% | $3,023-30.9% | $2,755-24.2% |
| Participant deferral / active EE | $4,029 | $4,118-2.2% | $5,053-20.3% | $4,296-6.2% |
| Admin fee / account holder | $7,839 | $8,049-2.6% | $9,451-17.1% | $6,918+13.3% |