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 7-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 | $27,443 | $55,636-50.7% | $81,983-66.5% | $73,488-62.7% |
| Participation rate | 58.3% | 62.3%-4.0pp | 69.2%-10.9pp | 70.7%-12.3pp |
| Annual return | 40.38% | 19.07%+21.3pp | 41.31%-0.9pp | 28.51%+11.9pp |
| Employer contribution / active EE | $987 | $1,625-39.2% | $2,498-60.5% | $2,270-56.5% |
| Participant deferral / active EE | $2,415 | $2,762-12.6% | $3,722-35.1% | $3,740-35.4% |
| Admin fee / account holder | $798 | $493+62.0% | $5,664-85.9% | $513+55.5% |