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 | $34,311 | $85,022-59.6% | $70,515-51.3% | $139,434-75.4% |
| Participation rate | 63.2% | 73.9%-10.8pp | 68.3%-5.2pp | 80.3%-17.2pp |
| Annual return | 16.34% | 30.38%-14.0pp | 32.77%-16.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,789 | $3,909-54.2% | $2,973-39.8% | $4,751-62.3% |
| Participant deferral / active EE | $4,764 | $5,890-19.1% | $4,567+4.3% | $6,710-29.0% |
| Admin fee / account holder | $695 | $8,906-92.2% | $6,412-89.2% | $11,403-93.9% |