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 | $51,671 | $89,753-42.4% | $107,525-51.9% | $84,808-39.1% |
| Participation rate | 69.6% | 68.1%+1.5pp | 75.1%-5.5pp | 68.3%+1.3pp |
| Annual return | 16.72% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,824 | $3,113-41.4% | $3,754-51.4% | $2,631-30.7% |
| Participant deferral / active EE | $4,233 | $4,056+4.4% | $5,116-17.3% | $4,212+0.5% |
| Admin fee / account holder | $1,741 | $7,222-75.9% | $8,919-80.5% | $7,344-76.3% |