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 | $23,092 | $68,573-66.3% | $120,368-80.8% | $80,874-71.4% |
| Participation rate | 31.3% | 61.6%-30.3pp | 71.9%-40.7pp | 67.6%-36.4pp |
| Annual return | 12.72% | 23.61%-10.9pp | 107.26%-94.5pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,158 | $2,052-43.5% | $3,465-66.6% | $2,756-58.0% |
| Participant deferral / active EE | $1,819 | $3,174-42.7% | $4,991-63.6% | $4,297-57.7% |
| Admin fee / account holder | $4,756 | $5,734-17.0% | $9,429-49.6% | $6,935-31.4% |