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 3-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 | $39,194 | $60,892-35.6% | $82,389-52.4% | $84,808-53.8% |
| Participation rate | 48.7% | 63.3%-14.5pp | 69.5%-20.8pp | 68.3%-19.6pp |
| Annual return | 17.99% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,151 | $1,779-35.3% | $2,517-54.3% | $2,631-56.2% |
| Participant deferral / active EE | $3,539 | $3,179+11.3% | $4,155-14.8% | $4,212-16.0% |
| Admin fee / account holder | $6,818 | $5,467+24.7% | $7,231-5.7% | $7,344-7.2% |