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 | $19,324 | $77,899-75.2% | $149,673-87.1% | $75,163-74.3% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 23.33% | 31.72%-8.4pp | 134.42%-111.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,065 | $3,137-66.0% | $4,818-77.9% | $2,670-60.1% |
| Participant deferral / active EE | $5,173 | $3,411+51.7% | $5,680-8.9% | $4,125+25.4% |
| Admin fee / account holder | $2,908 | $5,956-51.2% | $13,210-78.0% | $5,651-48.5% |