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 | $39,090 | $79,944-51.1% | $98,439-60.3% | $75,163-48.0% |
| Participation rate | 58.8% | 70.4%-11.5pp | 75.2%-16.3pp | 67.2%-8.4pp |
| Annual return | 22.05% | 19.75%+2.3pp | 21.16%+0.9pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,262 | $2,264-44.3% | $3,048-58.6% | $2,670-52.7% |
| Participant deferral / active EE | $3,573 | $3,752-4.8% | $4,738-24.6% | $4,125-13.4% |
| Admin fee / account holder | $1,683 | $6,840-75.4% | $8,948-81.2% | $5,651-70.2% |