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 | $33,453 | $93,571-64.2% | $135,903-75.4% | $75,163-55.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 23.60% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,794 | $3,537-49.3% | $4,856-63.1% | $2,670-32.8% |
| Participant deferral / active EE | $3,861 | $6,404-39.7% | $7,758-50.2% | $4,125-6.4% |
| Admin fee / account holder | $779 | $6,975-88.8% | $10,762-92.8% | $5,651-86.2% |