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 | $21,007 | $80,717-74.0% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 59.0% | 66.8%-7.8pp | 78.1%-19.1pp | 68.3%-9.3pp |
| Annual return | 21.50% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,081 | $2,761-60.8% | $4,305-74.9% | $2,631-58.9% |
| Participant deferral / active EE | $2,318 | $3,303-29.8% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $2,097 | $6,746-68.9% | $14,329-85.4% | $7,344-71.4% |