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 | $22,905 | $65,557-65.1% | $64,056-64.2% | $71,457-67.9% |
| Participation rate | 57.1% | 73.2%-16.0pp | 72.3%-15.2pp | 67.9%-10.8pp |
| Annual return | 23.33% | 18.94%+4.4pp | 33.69%-10.4pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,813 | $2,669-32.1% | $2,747-34.0% | $2,588-29.9% |
| Participant deferral / active EE | $2,640 | $3,626-27.2% | $3,880-32.0% | $4,289-38.4% |
| Admin fee / account holder | $1,896 | $616+207.8% | $3,068-38.2% | $1,587+19.4% |