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 4-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 | $50,589 | $57,016-11.3% | $84,966-40.5% | $80,856-37.4% |
| Participation rate | 26.9% | 56.3%-29.4pp | 67.5%-40.6pp | 67.6%-40.7pp |
| Annual return | 13.07% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,264 | $1,798-29.7% | $2,727-53.6% | $2,755-54.1% |
| Participant deferral / active EE | $2,819 | $3,110-9.3% | $4,519-37.6% | $4,296-34.4% |
| Admin fee / account holder | $6,298 | $4,980+26.4% | $6,149+2.4% | $6,918-9.0% |