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 | $49,651 | $71,050-30.1% | $93,606-47.0% | $80,856-38.6% |
| Participation rate | 66.2% | 60.4%+5.8pp | 68.7%-2.5pp | 67.6%-1.4pp |
| Annual return | 16.87% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,156 | $1,564+37.9% | $2,420-10.9% | $2,755-21.8% |
| Participant deferral / active EE | $4,724 | $4,034+17.1% | $4,411+7.1% | $4,296+10.0% |
| Admin fee / account holder | $2,370 | $6,945-65.9% | $8,285-71.4% | $6,918-65.7% |