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 | $26,879 | $73,933-63.6% | $96,683-72.2% | $75,163-64.2% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 21.28% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,886 | $2,928-35.6% | $3,737-49.5% | $2,670-29.4% |
| Participant deferral / active EE | $3,541 | $3,659-3.2% | $4,878-27.4% | $4,125-14.2% |
| Admin fee / account holder | $598 | $5,216-88.5% | $6,730-91.1% | $5,651-89.4% |