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 | $33,784 | $31,310+7.9% | $53,898-37.3% | $74,304-54.5% |
| Participation rate | 33.2% | 30.7%+2.5pp | 55.0%-21.8pp | 60.3%-27.2pp |
| Annual return | 25.46% | 23.16%+2.3pp | 528.60%-503.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $847 | $450+88.3% | $932-9.1% | $2,241-62.2% |
| Participant deferral / active EE | $1,589 | $934+70.1% | $1,826-13.0% | $3,767-57.8% |
| Admin fee / account holder | $2,256 | $2,175+3.7% | $2,491-9.4% | $2,969-24.0% |