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 | $11,671 | $51,638-77.4% | $68,368-82.9% | $82,448-85.8% |
| Participation rate | 64.3% | 63.6%+0.7pp | 73.8%-9.5pp | 68.1%-3.8pp |
| Annual return | 14.44% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $718 | $2,047-64.9% | $2,649-72.9% | $2,551-71.9% |
| Participant deferral / active EE | $1,819 | $2,914-37.6% | $4,123-55.9% | $4,139-56.1% |
| Admin fee / account holder | $660 | $4,643-85.8% | $5,150-87.2% | $7,234-90.9% |