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 | $89,753-4.0% | $107,525-19.8% | $84,808+1.6% |
| Participation rate | 68.7% | 68.1%+0.6pp | 75.1%-6.4pp | 68.3%+0.3pp |
| Annual return | 16.42% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,750 | $3,113-43.8% | $3,754-53.4% | $2,631-33.5% |
| Participant deferral / active EE | $3,460 | $4,056-14.7% | $5,116-32.4% | $4,212-17.8% |
| Admin fee / account holder | $2,544 | $7,222-64.8% | $8,919-71.5% | $7,344-65.4% |