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 | $35,883 | $51,175-29.9% | $70,515-49.1% | $75,163-52.3% |
| Participation rate | 58.6% | 60.9%-2.3pp | 68.3%-9.7pp | 67.2%-8.6pp |
| Annual return | 16.27% | 30.02%-13.8pp | 32.77%-16.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,055 | $1,826+12.5% | $2,973-30.9% | $2,670-23.0% |
| Participant deferral / active EE | $3,822 | $2,849+34.2% | $4,567-16.3% | $4,125-7.3% |
| Admin fee / account holder | $5,886 | $4,091+43.9% | $6,412-8.2% | $5,651+4.2% |