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 | $26,785 | $64,480-58.5% | $81,382-67.1% | $80,856-66.9% |
| Participation rate | 55.3% | 63.9%-8.6pp | 69.5%-14.2pp | 67.6%-12.4pp |
| Annual return | 28.22% | 16.34%+11.9pp | 24.73%+3.5pp | 35.59%-7.4pp |
| Employer contribution / active EE | $1,531 | $1,978-22.6% | $2,463-37.8% | $2,755-44.4% |
| Participant deferral / active EE | $3,305 | $3,094+6.8% | $3,883-14.9% | $4,296-23.1% |
| Admin fee / account holder | $887 | $5,671-84.4% | $5,768-84.6% | $6,918-87.2% |