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 | $29,812 | $71,057-58.0% | $93,654-68.2% | $80,874-63.1% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.6%-13.4pp |
| Annual return | 12.72% | 11.26%+1.5pp | 133.34%-120.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,446 | $1,564-7.5% | $2,421-40.3% | $2,756-47.5% |
| Participant deferral / active EE | $2,068 | $4,034-48.7% | $4,413-53.1% | $4,297-51.9% |
| Admin fee / account holder | $1,111 | $6,944-84.0% | $8,282-86.6% | $6,935-84.0% |