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 | $29,190 | $109,881-73.4% | $150,045-80.5% | $84,808-65.6% |
| Participation rate | 63.8% | 76.1%-12.3pp | 82.3%-18.5pp | 68.3%-4.5pp |
| Annual return | 19.09% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,255 | $3,561-36.7% | $4,693-52.0% | $2,631-14.3% |
| Participant deferral / active EE | $4,076 | $6,636-38.6% | $7,997-49.0% | $4,212-3.2% |
| Admin fee / account holder | $9,789 | $8,568+14.3% | $13,435-27.1% | $7,344+33.3% |