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 | $21,962 | $60,022-63.4% | $88,946-75.3% | $84,808-74.1% |
| Participation rate | 58.6% | 57.8%+0.8pp | 68.8%-10.2pp | 68.3%-9.7pp |
| Annual return | 17.56% | 22.43%-4.9pp | 57.82%-40.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,122 | $1,703-34.1% | $2,555-56.1% | $2,631-57.4% |
| Participant deferral / active EE | $2,450 | $3,114-21.3% | $4,581-46.5% | $4,212-41.8% |
| Admin fee / account holder | $2,403 | $4,811-50.1% | $8,261-70.9% | $7,344-67.3% |