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 | $56,856 | $86,929-34.6% | $102,423-44.5% | $80,856-29.7% |
| Participation rate | 56.9% | 72.4%-15.4pp | 76.5%-19.5pp | 67.6%-10.7pp |
| Annual return | 16.05% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $854 | $2,369-63.9% | $3,023-71.7% | $2,755-69.0% |
| Participant deferral / active EE | $2,423 | $4,118-41.2% | $5,053-52.0% | $4,296-43.6% |
| Admin fee / account holder | $2,370 | $8,049-70.6% | $9,451-74.9% | $6,918-65.7% |