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 | $146,003 | $148,978-2.0% | $200,582-27.2% | $84,808+72.2% |
| Participation rate | 53.3% | 84.2%-30.9pp | 86.9%-33.6pp | 68.3%-15.0pp |
| Annual return | 20.31% | 28.16%-7.9pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,847 | $4,815-40.9% | $6,419-55.7% | $2,631+8.2% |
| Participant deferral / active EE | $5,358 | $7,142-25.0% | $9,331-42.6% | $4,212+27.2% |
| Admin fee / account holder | $639 | $13,977-95.4% | $16,305-96.1% | $7,344-91.3% |