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 | $29,362 | $73,933-60.3% | $96,683-69.6% | $75,163-60.9% |
| Participation rate | 57.3% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 22.02% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,369 | $2,928-19.1% | $3,737-36.6% | $2,670-11.3% |
| Participant deferral / active EE | $4,668 | $3,659+27.6% | $4,878-4.3% | $4,125+13.2% |
| Admin fee / account holder | $715 | $5,216-86.3% | $6,730-89.4% | $5,651-87.4% |