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 | $28,611 | $73,933-61.3% | $96,683-70.4% | $75,163-61.9% |
| Participation rate | 55.3% | 66.4%-11.2pp | 74.3%-19.1pp | 67.2%-11.9pp |
| Annual return | 18.78% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,915 | $2,928-34.6% | $3,737-48.7% | $2,670-28.3% |
| Participant deferral / active EE | $2,581 | $3,659-29.5% | $4,878-47.1% | $4,125-37.4% |
| Admin fee / account holder | $777 | $5,216-85.1% | $6,730-88.4% | $5,651-86.2% |