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 | $129,297 | $60,022+115.4% | $88,946+45.4% | $84,808+52.5% |
| Participation rate | 60.6% | 57.8%+2.8pp | 68.8%-8.2pp | 68.3%-7.7pp |
| Annual return | 19.26% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,008 | $1,703-40.8% | $2,555-60.5% | $2,631-61.7% |
| Participant deferral / active EE | $2,553 | $3,114-18.0% | $4,581-44.3% | $4,212-39.4% |
| Admin fee / account holder | $3,311 | $4,811-31.2% | $8,261-59.9% | $7,344-54.9% |