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 | $20,921 | $58,512-64.2% | $84,015-75.1% | $72,985-71.3% |
| Participation rate | 40.6% | 61.2%-20.6pp | 69.0%-28.4pp | 69.5%-28.9pp |
| Annual return | 30.41% | 28.93%+1.5pp | 71.31%-40.9pp | 81.00%-50.6pp |
| Employer contribution / active EE | $1,220 | $1,163+4.9% | $1,983-38.5% | $2,440-50.0% |
| Participant deferral / active EE | $3,166 | $2,394+32.3% | $3,239-2.2% | $3,607-12.2% |
| Admin fee / account holder | $680 | $4,569-85.1% | $6,101-88.9% | $5,124-86.7% |