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 | $18,231 | $59,101-69.2% | $77,163-76.4% | $75,163-75.7% |
| Participation rate | 53.4% | 63.9%-10.4pp | 69.6%-16.1pp | 67.2%-13.8pp |
| Annual return | 21.47% | 26.71%-5.2pp | 37.87%-16.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,457 | $1,995-27.0% | $2,535-42.5% | $2,670-45.4% |
| Participant deferral / active EE | $2,572 | $2,999-14.2% | $3,833-32.9% | $4,125-37.6% |
| Admin fee / account holder | $1,478 | $4,774-69.0% | $5,472-73.0% | $5,651-73.8% |