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 | $33,833 | $50,082-32.4% | $93,406-63.8% | $79,858-57.6% |
| Participation rate | 67.7% | 60.9%+6.8pp | 66.8%+0.9pp | 69.6%-1.9pp |
| Annual return | 17.56% | 24.59%-7.0pp | 78.05%-60.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,716 | $1,303+31.7% | $2,075-17.3% | $2,471-30.5% |
| Participant deferral / active EE | $4,292 | $2,212+94.0% | $3,126+37.3% | $3,740+14.8% |
| Admin fee / account holder | $377 | $3,454-89.1% | $5,230-92.8% | $5,306-92.9% |