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 | $22,154 | $59,839-63.0% | $81,983-73.0% | $79,858-72.3% |
| Participation rate | 48.4% | 61.6%-13.2pp | 69.2%-20.9pp | 69.6%-21.2pp |
| Annual return | 20.26% | 17.56%+2.7pp | 41.31%-21.0pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,341 | $1,713-21.8% | $2,498-46.3% | $2,471-45.7% |
| Participant deferral / active EE | $2,771 | $2,695+2.8% | $3,722-25.6% | $3,740-25.9% |
| Admin fee / account holder | $3,808 | $4,287-11.2% | $5,664-32.8% | $5,306-28.2% |