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 | $30,484 | $79,944-61.9% | $98,439-69.0% | $75,163-59.4% |
| Participation rate | 45.9% | 70.4%-24.4pp | 75.2%-29.2pp | 67.2%-21.2pp |
| Annual return | 20.03% | 19.75%+0.3pp | 21.16%-1.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,708 | $2,264-24.6% | $3,048-44.0% | $2,670-36.0% |
| Participant deferral / active EE | $2,421 | $3,752-35.5% | $4,738-48.9% | $4,125-41.3% |
| Admin fee / account holder | $1,530 | $6,840-77.6% | $8,948-82.9% | $5,651-72.9% |