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 | $65,062 | $105,630-38.4% | $87,507-25.6% | $273,961-76.3% |
| Participation rate | 56.5% | 78.2%-21.7pp | 73.8%-17.3pp | 83.0%-26.5pp |
| Annual return | 4.21% | 12.25%-8.0pp | 12.21%-8.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,391 | $3,141-55.7% | $2,550-45.5% | $4,869-71.4% |
| Participant deferral / active EE | $3,196 | $3,601-11.2% | $3,149+1.5% | $5,287-39.6% |
| Admin fee / account holder | $1,577 | $4,781-67.0% | $4,221-62.6% | $10,132-84.4% |