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 | $28,865 | $49,915-42.2% | $154,803-81.4% | $74,304-61.2% |
| Participation rate | 58.3% | 54.0%+4.3pp | 78.1%-19.8pp | 60.3%-2.1pp |
| Annual return | 14.34% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,182 | $2,255+41.1% | $5,540-42.6% | $3,767-15.5% |
| Admin fee / account holder | $2,000 | $2,189-8.6% | $14,329-86.0% | $2,969-32.6% |