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 | $77,817 | $85,515-9.0% | $112,040-30.5% | $67,986+14.5% |
| Participation rate | 50.4% | 68.2%-17.8pp | 76.5%-26.1pp | 57.2%-6.8pp |
| Annual return | 16.40% | 29.68%-13.3pp | 24.52%-8.1pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,474 | $2,191-32.7% | $2,954-50.1% | $2,019-27.0% |
| Participant deferral / active EE | $4,014 | $4,0140% | $5,098-21.3% | $3,358+19.5% |
| Admin fee / account holder | $12,775 | $3,774+238.5% | $12,098+5.6% | $3,203+298.8% |