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 | $67,398 | $57,016+18.2% | $84,966-20.7% | $80,856-16.6% |
| Participation rate | 64.5% | 56.3%+8.2pp | 67.5%-3.0pp | 67.6%-3.1pp |
| Annual return | 12.50% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,889 | $1,798+60.7% | $2,727+5.9% | $2,755+4.9% |
| Participant deferral / active EE | $5,649 | $3,110+81.7% | $4,519+25.0% | $4,296+31.5% |
| Admin fee / account holder | $595 | $4,980-88.1% | $6,149-90.3% | $6,918-91.4% |