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 | $23,563 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 52.6% | 75.6%-23.0pp | 82.1%-29.5pp | 68.1%-15.4pp |
| Annual return | 20.24% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,237 | $3,444-64.1% | $4,554-72.8% | $2,551-51.5% |
| Participant deferral / active EE | $4,055 | $6,519-37.8% | $7,897-48.7% | $4,139-2.0% |
| Admin fee / account holder | $606 | $8,390-92.8% | $13,129-95.4% | $7,234-91.6% |