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 | $22,666 | $65,365-65.3% | $92,893-75.6% | $72,985-68.9% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 25.64% | 42.10%-16.5pp | 109.41%-83.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,882 | $2,594-27.4% | $3,653-48.5% | $2,440-22.8% |
| Participant deferral / active EE | $3,178 | $3,128+1.6% | $4,236-25.0% | $3,607-11.9% |
| Admin fee / account holder | $448 | $4,251-89.5% | $5,794-92.3% | $5,124-91.3% |