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 | $30,300 | $45,073-32.8% | $69,455-56.4% | $72,985-58.5% |
| Participation rate | 65.9% | 68.5%-2.6pp | 74.6%-8.7pp | 69.5%-3.6pp |
| Annual return | 24.06% | 22.65%+1.4pp | 28.97%-4.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,036 | $2,054-0.9% | $2,779-26.7% | $2,440-16.5% |
| Participant deferral / active EE | $4,982 | $2,602+91.5% | $3,535+40.9% | $3,607+38.1% |
| Admin fee / account holder | $2,635 | $3,056-13.8% | $3,839-31.4% | $5,124-48.6% |