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 | $27,200 | $60,022-54.7% | $88,946-69.4% | $84,808-67.9% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 21.74% | 22.43%-0.7pp | 57.82%-36.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,889 | $1,703+11.0% | $2,555-26.0% | $2,631-28.2% |
| Participant deferral / active EE | $2,311 | $3,114-25.8% | $4,581-49.5% | $4,212-45.1% |
| Admin fee / account holder | $6,399 | $4,811+33.0% | $8,261-22.5% | $7,344-12.9% |