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 | $24,469 | $93,571-73.8% | $135,903-82.0% | $75,163-67.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 81.9%-13.5pp | 67.2%+1.2pp |
| Annual return | 30.32% | 30.90%-0.6pp | 68.23%-37.9pp | 160.62%-130.3pp |
| Employer contribution / active EE | $1,753 | $3,537-50.4% | $4,856-63.9% | $2,670-34.3% |
| Participant deferral / active EE | $4,097 | $6,404-36.0% | $7,758-47.2% | $4,125-0.7% |
| Admin fee / account holder | $3,277 | $6,975-53.0% | $10,762-69.6% | $5,651-42.0% |