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 | $30,063 | $73,933-59.3% | $96,683-68.9% | $75,163-60.0% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.3%-13.6pp | 67.2%-6.4pp |
| Annual return | 14.59% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,303 | $2,928-55.5% | $3,737-65.1% | $2,670-51.2% |
| Participant deferral / active EE | $2,764 | $3,659-24.5% | $4,878-43.3% | $4,125-33.0% |
| Admin fee / account holder | $1,608 | $5,216-69.2% | $6,730-76.1% | $5,651-71.5% |