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 8-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 | $24,440 | $51,175-52.2% | $70,515-65.3% | $75,163-67.5% |
| Participation rate | 57.1% | 60.9%-3.8pp | 68.3%-11.2pp | 67.2%-10.0pp |
| Annual return | 29.08% | 30.02%-0.9pp | 32.77%-3.7pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,117 | $1,826-38.8% | $2,973-62.4% | $2,670-58.2% |
| Participant deferral / active EE | $2,847 | $2,849-0.1% | $4,567-37.6% | $4,125-31.0% |
| Admin fee / account holder | $3,074 | $4,091-24.8% | $6,412-52.1% | $5,651-45.6% |