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 | $22,499 | $100,970-77.7% | $96,576-76.7% | $137,256-83.6% |
| Participation rate | 52.4% | 82.6%-30.2pp | 81.4%-29.1pp | 80.0%-27.6pp |
| Annual return | 18.08% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,146 | $3,809-69.9% | $3,553-67.7% | $4,156-72.4% |
| Participant deferral / active EE | $2,422 | $8,286-70.8% | $7,956-69.6% | $6,407-62.2% |
| Admin fee / account holder | $1,473 | $11,312-87.0% | $11,381-87.1% | $12,270-88.0% |