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 | $18,073 | $60,022-69.9% | $88,946-79.7% | $84,808-78.7% |
| Participation rate | 54.8% | 57.8%-3.0pp | 68.8%-14.0pp | 68.3%-13.5pp |
| Annual return | 18.60% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,379 | $1,703-19.0% | $2,555-46.0% | $2,631-47.6% |
| Participant deferral / active EE | $1,701 | $3,114-45.4% | $4,581-62.9% | $4,212-59.6% |
| Admin fee / account holder | $857 | $4,811-82.2% | $8,261-89.6% | $7,344-88.3% |