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 | $25,378 | $60,022-57.7% | $88,946-71.5% | $84,808-70.1% |
| Participation rate | 57.1% | 57.8%-0.7pp | 68.8%-11.7pp | 68.3%-11.2pp |
| Annual return | 18.74% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,302 | $1,703-23.5% | $2,555-49.0% | $2,631-50.5% |
| Participant deferral / active EE | $1,747 | $3,114-43.9% | $4,581-61.9% | $4,212-58.5% |
| Admin fee / account holder | $2,511 | $4,811-47.8% | $8,261-69.6% | $7,344-65.8% |