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 | $34,054 | $57,016-40.3% | $84,966-59.9% | $80,856-57.9% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 15.12% | 21.66%-6.5pp | 66.38%-51.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,497 | $1,798-16.7% | $2,727-45.1% | $2,755-45.6% |
| Participant deferral / active EE | $3,257 | $3,110+4.8% | $4,519-27.9% | $4,296-24.2% |
| Admin fee / account holder | $413 | $4,980-91.7% | $6,149-93.3% | $6,918-94.0% |