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 9-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 | $10,783 | $48,795-77.9% | $65,493-83.5% | $84,808-87.3% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 21.87% | 20.20%+1.7pp | 982.45%-960.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,741 | $1,930-9.8% | $2,574-32.4% | $2,631-33.8% |
| Participant deferral / active EE | $1,933 | $2,928-34.0% | $3,961-51.2% | $4,212-54.1% |
| Admin fee / account holder | $2,943 | $3,877-24.1% | $5,028-41.5% | $7,344-59.9% |