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 7-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 | $27,059 | $71,050-61.9% | $93,606-71.1% | $80,856-66.5% |
| Participation rate | 58.8% | 60.4%-1.6pp | 68.7%-9.9pp | 67.6%-8.8pp |
| Annual return | 12.46% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,817 | $1,564+16.2% | $2,420-24.9% | $2,755-34.0% |
| Participant deferral / active EE | $2,757 | $4,034-31.7% | $4,411-37.5% | $4,296-35.8% |
| Admin fee / account holder | $3,947 | $6,945-43.2% | $8,285-52.4% | $6,918-42.9% |