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 9-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 | $37,647 | $45,073-16.5% | $69,455-45.8% | $72,985-48.4% |
| Participation rate | 67.9% | 68.5%-0.6pp | 74.6%-6.8pp | 69.5%-1.6pp |
| Annual return | 20.55% | 22.65%-2.1pp | 28.97%-8.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,480 | $2,054-27.9% | $2,779-46.7% | $2,440-39.3% |
| Participant deferral / active EE | $3,110 | $2,602+19.5% | $3,535-12.0% | $3,607-13.8% |
| Admin fee / account holder | $8,244 | $3,056+169.8% | $3,839+114.7% | $5,124+60.9% |