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 9-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 | $18,991 | $77,899-75.6% | $149,673-87.3% | $75,163-74.7% |
| Participation rate | 65.9% | 65.6%+0.3pp | 78.8%-12.9pp | 67.2%-1.3pp |
| Annual return | 20.03% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,381 | $3,137-56.0% | $4,818-71.3% | $2,670-48.3% |
| Participant deferral / active EE | $3,222 | $3,411-5.6% | $5,680-43.3% | $4,125-21.9% |
| Admin fee / account holder | $2,504 | $5,956-58.0% | $13,210-81.0% | $5,651-55.7% |