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 | $31,113 | $106,515-70.8% | $96,683-67.8% | $139,434-77.7% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 36.66% | 38.43%-1.8pp | 35.69%+1.0pp | 372.94%-336.3pp |
| Employer contribution / active EE | $1,581 | $4,103-61.5% | $3,737-57.7% | $4,751-66.7% |
| Participant deferral / active EE | $4,764 | $5,454-12.7% | $4,878-2.3% | $6,710-29.0% |
| Admin fee / account holder | $982 | $7,877-87.5% | $6,730-85.4% | $11,403-91.4% |