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 | $17,662 | $48,046-63.2% | $84,611-79.1% | $72,985-75.8% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 32.55% | 37.38%-4.8pp | 258.74%-226.2pp | 81.00%-48.5pp |
| Employer contribution / active EE | $2,147 | $1,602+34.0% | $2,652-19.0% | $2,440-12.0% |
| Participant deferral / active EE | $3,602 | $2,680+34.4% | $3,899-7.6% | $3,607-0.1% |
| Admin fee / account holder | $312 | $3,395-90.8% | $4,912-93.6% | $5,124-93.9% |