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 | $26,769 | $109,881-75.6% | $150,045-82.2% | $84,808-68.4% |
| Participation rate | 48.3% | 76.1%-27.8pp | 82.3%-34.0pp | 68.3%-20.0pp |
| Annual return | 21.15% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,777 | $3,561-50.1% | $4,693-62.1% | $2,631-32.4% |
| Participant deferral / active EE | $4,152 | $6,636-37.4% | $7,997-48.1% | $4,212-1.4% |
| Admin fee / account holder | $5,563 | $8,568-35.1% | $13,435-58.6% | $7,344-24.3% |