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 | $39,782 | $107,452-63.0% | $91,541-56.5% | $142,382-72.1% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.8%-6.6pp | 80.1%-17.0pp |
| Annual return | 22.49% | 22.06%+0.4pp | 20.50%+2.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,047 | $2,994-31.6% | $2,505-18.3% | $4,299-52.4% |
| Participant deferral / active EE | $5,731 | $4,754+20.5% | $4,008+43.0% | $6,507-11.9% |
| Admin fee / account holder | $3,481 | $8,834-60.6% | $6,956-50.0% | $12,624-72.4% |