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 | $51,428 | $48,750+5.5% | $88,946-42.2% | $74,304-30.8% |
| Participation rate | 62.1% | 44.5%+17.6pp | 68.8%-6.8pp | 60.3%+1.7pp |
| Annual return | 18.71% | 25.91%-7.2pp | 57.82%-39.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,469 | $1,255+17.0% | $2,555-42.5% | $2,241-34.5% |
| Participant deferral / active EE | $2,752 | $2,423+13.6% | $4,581-39.9% | $3,767-27.0% |
| Admin fee / account holder | $979 | $3,756-73.9% | $8,261-88.1% | $2,969-67.0% |