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 | $32,630 | $68,914-52.7% | $136,749-76.1% | $74,304-56.1% |
| Participation rate | 50.7% | 51.3%-0.7pp | 72.1%-21.5pp | 60.3%-9.7pp |
| Annual return | 18.50% | 16.34%+2.2pp | 24.33%-5.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,552 | $1,561-0.6% | $3,400-54.4% | $2,241-30.8% |
| Participant deferral / active EE | $2,627 | $2,541+3.4% | $4,692-44.0% | $3,767-30.3% |
| Admin fee / account holder | $2,421 | $3,149-23.1% | $11,386-78.7% | $2,969-18.5% |