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 | $12,287 | $108,172-88.6% | $77,482-84.1% | $158,922-92.3% |
| Participation rate | 55.6% | 64.4%-8.9pp | 54.2%+1.4pp | 82.0%-26.4pp |
| Annual return | 30.46% | 31.67%-1.2pp | 54.79%-24.3pp | 302.83%-272.4pp |
| Employer contribution / active EE | $973 | $1,325-26.5% | $986-1.3% | $4,761-79.6% |
| Participant deferral / active EE | $1,940 | $2,456-21.0% | $1,861+4.2% | $5,982-67.6% |
| Admin fee / account holder | $479 | $3,708-87.1% | $2,858-83.3% | $11,246-95.7% |