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 | $23,186 | $51,045-54.6% | $70,515-67.1% | $71,457-67.6% |
| Participation rate | 45.1% | 59.4%-14.3pp | 68.3%-23.3pp | 67.9%-22.8pp |
| Annual return | 34.62% | 42.63%-8.0pp | 32.77%+1.9pp | 28.85%+5.8pp |
| Employer contribution / active EE | $1,666 | $1,790-6.9% | $2,973-44.0% | $2,588-35.6% |
| Participant deferral / active EE | $2,853 | $3,026-5.7% | $4,567-37.5% | $4,289-33.5% |
| Admin fee / account holder | $2,598 | $1,994+30.3% | $6,412-59.5% | $1,587+63.7% |