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 | $25,119 | $59,101-57.5% | $77,163-67.4% | $75,163-66.6% |
| Participation rate | 56.1% | 63.9%-7.8pp | 69.6%-13.5pp | 67.2%-11.1pp |
| Annual return | 22.76% | 26.71%-3.9pp | 37.87%-15.1pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,535 | $1,995-23.1% | $2,535-39.4% | $2,670-42.5% |
| Participant deferral / active EE | $3,285 | $2,999+9.5% | $3,833-14.3% | $4,125-20.4% |
| Admin fee / account holder | $1,108 | $4,774-76.8% | $5,472-79.7% | $5,651-80.4% |