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 | $47,737 | $81,460-41.4% | $103,333-53.8% | $80,856-41.0% |
| Participation rate | 51.7% | 66.8%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 22.02% | 25.55%-3.5pp | 24.88%-2.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,066 | $3,105-33.5% | $3,868-46.6% | $2,755-25.0% |
| Participant deferral / active EE | $3,238 | $3,869-16.3% | $5,057-36.0% | $4,296-24.6% |
| Admin fee / account holder | $1,429 | $6,566-78.2% | $8,355-82.9% | $6,918-79.3% |