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 | $86,206 | $88,672-2.8% | $105,223-18.1% | $82,448+4.6% |
| Participation rate | 68.7% | 67.9%+0.7pp | 75.0%-6.4pp | 68.1%+0.6pp |
| Annual return | 16.42% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,750 | $3,048-42.6% | $3,689-52.6% | $2,551-31.4% |
| Participant deferral / active EE | $3,460 | $4,036-14.3% | $5,072-31.8% | $4,139-16.4% |
| Admin fee / account holder | $2,544 | $7,146-64.4% | $8,859-71.3% | $7,234-64.8% |