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 9-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 | $61,751 | $86,929-29.0% | $102,423-39.7% | $80,856-23.6% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.6%-16.0pp |
| Annual return | 10.88% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,494 | $2,369-36.9% | $3,023-50.6% | $2,755-45.8% |
| Participant deferral / active EE | $3,199 | $4,118-22.3% | $5,053-36.7% | $4,296-25.5% |
| Admin fee / account holder | $4,342 | $8,049-46.1% | $9,451-54.1% | $6,918-37.2% |