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 | $28,790 | $81,460-64.7% | $103,333-72.1% | $80,856-64.4% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.6%+0.9pp |
| Annual return | 17.67% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,851 | $3,105-40.4% | $3,868-52.2% | $2,755-32.8% |
| Participant deferral / active EE | $3,685 | $3,869-4.7% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $887 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |