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 | $26,026 | $85,022-69.4% | $70,515-63.1% | $139,434-81.3% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 13.67% | 30.38%-16.7pp | 32.77%-19.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,294 | $3,909-41.3% | $2,973-22.8% | $4,751-51.7% |
| Participant deferral / active EE | $3,340 | $5,890-43.3% | $4,567-26.9% | $6,710-50.2% |
| Admin fee / account holder | $2,976 | $8,906-66.6% | $6,412-53.6% | $11,403-73.9% |