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 8-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 | $57,037 | $66,098-13.7% | $101,794-44.0% | $74,304-23.2% |
| Participation rate | 68.3% | 53.8%+14.6pp | 69.2%-0.9pp | 60.3%+8.0pp |
| Annual return | 18.93% | 19.59%-0.7pp | 30.53%-11.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,312 | $1,082+21.3% | $2,289-42.7% | $2,241-41.5% |
| Participant deferral / active EE | $3,602 | $2,781+29.5% | $4,084-11.8% | $3,767-4.4% |
| Admin fee / account holder | $1,307 | $4,146-68.5% | $8,777-85.1% | $2,969-56.0% |