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 | $37,449 | $81,446-54.0% | $103,374-63.8% | $80,874-53.7% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 12.67% | 25.57%-12.9pp | 24.89%-12.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,672 | $3,107+50.4% | $3,869+20.8% | $2,756+69.6% |
| Participant deferral / active EE | $5,573 | $3,870+44.0% | $5,058+10.2% | $4,297+29.7% |
| Admin fee / account holder | $2,877 | $6,715-57.2% | $8,394-65.7% | $6,935-58.5% |