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 | $30,111 | $177,572-83.0% | $154,803-80.5% | $142,382-78.9% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.1%-17.2pp | 80.1%-19.3pp |
| Annual return | 24.04% | 65.07%-41.0pp | 58.88%-34.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,935 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $6,061 | $6,272-3.4% | $5,540+9.4% | $6,507-6.9% |
| Admin fee / account holder | $2,323 | $16,786-86.2% | $14,329-83.8% | $12,624-81.6% |