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 | $41,715 | $63,114-33.9% | $92,893-55.1% | $65,185-36.0% |
| Participation rate | 67.0% | 68.8%-1.8pp | 76.0%-9.0pp | 70.2%-3.2pp |
| Annual return | 28.83% | 28.75%+0.1pp | 109.41%-80.6pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,399 | $2,571-45.6% | $3,653-61.7% | $2,177-35.7% |
| Participant deferral / active EE | $3,445 | $3,108+10.8% | $4,236-18.7% | $3,514-2.0% |
| Admin fee / account holder | $676 | $624+8.4% | $5,794-88.3% | $847-20.2% |