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 7-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 | $33,806 | $81,460-58.5% | $103,333-67.3% | $80,856-58.2% |
| Participation rate | 68.9% | 66.8%+2.0pp | 74.5%-5.7pp | 67.6%+1.2pp |
| Annual return | 18.60% | 25.55%-6.9pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,609 | $3,105-48.2% | $3,868-58.4% | $2,755-41.6% |
| Participant deferral / active EE | $4,765 | $3,869+23.2% | $5,057-5.8% | $4,296+10.9% |
| Admin fee / account holder | $1,519 | $6,566-76.9% | $8,355-81.8% | $6,918-78.0% |