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 8-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 | $30,227 | $59,839-49.5% | $81,983-63.1% | $79,858-62.1% |
| Participation rate | 57.3% | 61.6%-4.3pp | 69.2%-11.9pp | 69.6%-12.3pp |
| Annual return | 23.36% | 17.56%+5.8pp | 41.31%-18.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $615 | $1,713-64.1% | $2,498-75.4% | $2,471-75.1% |
| Participant deferral / active EE | $4,451 | $2,695+65.1% | $3,722+19.6% | $3,740+19.0% |
| Admin fee / account holder | $756 | $4,287-82.4% | $5,664-86.7% | $5,306-85.8% |