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 4-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 | $26,180 | $60,892-57.0% | $82,389-68.2% | $84,808-69.1% |
| Participation rate | 58.8% | 63.3%-4.4pp | 69.5%-10.7pp | 68.3%-9.5pp |
| Annual return | 17.00% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,284 | $1,779-27.8% | $2,517-49.0% | $2,631-51.2% |
| Participant deferral / active EE | $3,843 | $3,179+20.9% | $4,155-7.5% | $4,212-8.8% |
| Admin fee / account holder | $1,201 | $5,467-78.0% | $7,231-83.4% | $7,344-83.6% |