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 | $39,619 | $65,561-39.6% | $86,188-54.0% | $75,163-47.3% |
| Participation rate | 66.0% | 60.5%+5.5pp | 69.0%-3.0pp | 67.2%-1.2pp |
| Annual return | 16.61% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,230 | $1,553+43.6% | $2,380-6.3% | $2,670-16.5% |
| Participant deferral / active EE | $3,753 | $3,024+24.1% | $3,985-5.8% | $4,125-9.0% |
| Admin fee / account holder | $5,217 | $5,474-4.7% | $6,852-23.9% | $5,651-7.7% |