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 | $29,999 | $73,933-59.4% | $96,683-69.0% | $75,163-60.1% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.3%-13.6pp | 67.2%-6.4pp |
| Annual return | 18.91% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,848 | $2,928-36.9% | $3,737-50.5% | $2,670-30.8% |
| Participant deferral / active EE | $3,829 | $3,659+4.6% | $4,878-21.5% | $4,125-7.2% |
| Admin fee / account holder | $870 | $5,216-83.3% | $6,730-87.1% | $5,651-84.6% |