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 | $20,264 | $64,705-68.7% | $62,929-67.8% | $67,986-70.2% |
| Participation rate | 64.5% | 65.6%-1.1pp | 73.1%-8.6pp | 57.2%+7.3pp |
| Annual return | 12.72% | 20.31%-7.6pp | 1063.93%-1051.2pp | 31.67%-18.9pp |
| Employer contribution / active EE | $895 | $2,376-62.3% | $2,505-64.3% | $2,019-55.7% |
| Participant deferral / active EE | $2,934 | $3,198-8.2% | $3,888-24.5% | $3,358-12.6% |
| Admin fee / account holder | $2,103 | $1,428+47.3% | $5,065-58.5% | $3,203-34.3% |