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 | $52,557 | $95,803-45.1% | $113,168-53.6% | $84,808-38.0% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 21.02% | 25.00%-4.0pp | 24.27%-3.2pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,224 | $2,360-48.1% | $2,975-58.9% | $2,631-53.5% |
| Participant deferral / active EE | $4,671 | $4,242+10.1% | $5,107-8.5% | $4,212+10.9% |
| Admin fee / account holder | $6,031 | $8,989-32.9% | $12,068-50.0% | $7,344-17.9% |