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 | $41,953 | $110,257-61.9% | $96,544-56.5% | $139,434-69.9% |
| Participation rate | 61.9% | 78.1%-16.2pp | 76.0%-14.1pp | 80.3%-18.4pp |
| Annual return | 19.92% | 26.32%-6.4pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,093 | $3,620-42.2% | $2,965-29.4% | $4,751-55.9% |
| Participant deferral / active EE | $6,698 | $5,548+20.7% | $4,851+38.1% | $6,710-0.2% |
| Admin fee / account holder | $1,114 | $11,591-90.4% | $8,252-86.5% | $11,403-90.2% |