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 | $16,716 | $108,172-84.5% | $77,482-78.4% | $158,922-89.5% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 34.13% | 31.67%+2.5pp | 54.79%-20.7pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,563 | $1,325+18.0% | $986+58.5% | $4,761-67.2% |
| Participant deferral / active EE | $6,767 | $2,456+175.5% | $1,861+263.6% | $5,982+13.1% |
| Admin fee / account holder | $340 | $3,708-90.8% | $2,858-88.1% | $11,246-97.0% |