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 | $23,898 | $81,460-70.7% | $103,333-76.9% | $80,856-70.4% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 12.68% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,859 | $3,105-40.1% | $3,868-51.9% | $2,755-32.5% |
| Participant deferral / active EE | $3,376 | $3,869-12.7% | $5,057-33.2% | $4,296-21.4% |
| Admin fee / account holder | $1,250 | $6,566-81.0% | $8,355-85.0% | $6,918-81.9% |