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 | $21,080 | $60,892-65.4% | $82,389-74.4% | $84,808-75.1% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 20.86% | 37.29%-16.4pp | 28.67%-7.8pp | 40.90%-20.0pp |
| Employer contribution / active EE | $942 | $1,779-47.1% | $2,517-62.6% | $2,631-64.2% |
| Participant deferral / active EE | $2,319 | $3,179-27.1% | $4,155-44.2% | $4,212-44.9% |
| Admin fee / account holder | $1,520 | $5,467-72.2% | $7,231-79.0% | $7,344-79.3% |