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 | $20,409 | $91,190-77.6% | $178,490-88.6% | $79,858-74.4% |
| Participation rate | 44.8% | 69.2%-24.4pp | 81.9%-37.1pp | 69.6%-24.8pp |
| Annual return | 29.58% | 24.19%+5.4pp | 151.07%-121.5pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,687 | $3,256-48.2% | $5,011-66.3% | $2,471-31.7% |
| Participant deferral / active EE | $2,709 | $3,236-16.3% | $5,202-47.9% | $3,740-27.6% |
| Admin fee / account holder | $864 | $6,751-87.2% | $13,984-93.8% | $5,306-83.7% |