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 | $33,957 | $106,749-68.2% | $145,433-76.7% | $82,448-58.8% |
| Participation rate | 68.6% | 75.6%-7.1pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 22.71% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $2,485 | $3,444-27.9% | $4,554-45.4% | $2,551-2.6% |
| Participant deferral / active EE | $3,041 | $6,519-53.4% | $7,897-61.5% | $4,139-26.5% |
| Admin fee / account holder | $1,121 | $8,390-86.6% | $13,129-91.5% | $7,234-84.5% |