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 | $45,290 | $45,343-0.1% | $150,298-69.9% | $67,986-33.4% |
| Participation rate | 34.8% | 51.9%-17.0pp | 77.8%-42.9pp | 57.2%-22.4pp |
| Annual return | 20.99% | 33.28%-12.3pp | 62.79%-41.8pp | 31.67%-10.7pp |
| Employer contribution / active EE | $905 | $1,462-38.1% | $4,154-78.2% | $2,019-55.2% |
| Participant deferral / active EE | $2,233 | $2,055+8.7% | $5,453-59.1% | $3,358-33.5% |
| Admin fee / account holder | $3,205 | $2,250+42.5% | $14,116-77.3% | $3,203+0.1% |