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 6-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 | $34,670 | $192,717-82.0% | $142,449-75.7% | $139,434-75.1% |
| Participation rate | 63.6% | 81.5%-17.8pp | 76.8%-13.1pp | 80.3%-16.7pp |
| Annual return | 25.87% | 17.99%+7.9pp | 19.99%+5.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,864 | $5,806-67.9% | $4,847-61.5% | $4,751-60.8% |
| Participant deferral / active EE | $7,091 | $7,208-1.6% | $6,283+12.9% | $6,710+5.7% |
| Admin fee / account holder | $440 | $15,124-97.1% | $10,011-95.6% | $11,403-96.1% |