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 | $67,147 | $71,050-5.5% | $93,606-28.3% | $80,856-17.0% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.1pp |
| Annual return | 10.05% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,983 | $1,564+26.8% | $2,420-18.0% | $2,755-28.0% |
| Participant deferral / active EE | $4,979 | $4,034+23.4% | $4,411+12.9% | $4,296+15.9% |
| Admin fee / account holder | $5,962 | $6,945-14.1% | $8,285-28.0% | $6,918-13.8% |