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 | $13,422 | $96,484-86.1% | $75,886-82.3% | $152,861-91.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 31.66% | 33.98%-2.3pp | 30.76%+0.9pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,841 | $3,309-44.4% | $2,500-26.4% | $4,762-61.3% |
| Participant deferral / active EE | $3,345 | $4,553-26.5% | $3,603-7.2% | $5,850-42.8% |
| Admin fee / account holder | $399 | $8,078-95.1% | $5,418-92.6% | $11,596-96.6% |