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 | $26,879 | $98,750-72.8% | $149,696-82.0% | $79,858-66.3% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.5%-14.4pp | 69.6%-1.5pp |
| Annual return | 21.71% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,908 | $3,216-9.6% | $4,644-37.4% | $2,471+17.7% |
| Participant deferral / active EE | $4,583 | $5,680-19.3% | $6,842-33.0% | $3,740+22.5% |
| Admin fee / account holder | $3,192 | $6,053-47.3% | $9,309-65.7% | $5,306-39.8% |