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 9-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 | $28,263 | $80,717-65.0% | $154,803-81.7% | $84,808-66.7% |
| Participation rate | 68.5% | 66.8%+1.7pp | 78.1%-9.6pp | 68.3%+0.2pp |
| Annual return | 17.59% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,059 | $2,761-61.7% | $4,305-75.4% | $2,631-59.8% |
| Participant deferral / active EE | $1,205 | $3,303-63.5% | $5,540-78.2% | $4,212-71.4% |
| Admin fee / account holder | $2,190 | $6,746-67.5% | $14,329-84.7% | $7,344-70.2% |