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 | $33,683 | $93,571-64.0% | $135,903-75.2% | $75,163-55.2% |
| Participation rate | 58.9% | 75.2%-16.3pp | 81.9%-23.0pp | 67.2%-8.3pp |
| Annual return | 16.02% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,262 | $3,537-64.3% | $4,856-74.0% | $2,670-52.7% |
| Participant deferral / active EE | $7,380 | $6,404+15.2% | $7,758-4.9% | $4,125+78.9% |
| Admin fee / account holder | $2,974 | $6,975-57.4% | $10,762-72.4% | $5,651-47.4% |