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 | $32,061 | $64,480-50.3% | $81,382-60.6% | $80,856-60.3% |
| Participation rate | 53.5% | 63.9%-10.4pp | 69.5%-16.0pp | 67.6%-14.1pp |
| Annual return | 10.83% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,749 | $1,978-11.6% | $2,463-29.0% | $2,755-36.5% |
| Participant deferral / active EE | $4,472 | $3,094+44.6% | $3,883+15.2% | $4,296+4.1% |
| Admin fee / account holder | $964 | $5,671-83.0% | $5,768-83.3% | $6,918-86.1% |