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 | $24,007 | $72,277-66.8% | $101,248-76.3% | $79,858-69.9% |
| Participation rate | 68.6% | 68.5%+0.2pp | 75.8%-7.2pp | 69.6%-1.0pp |
| Annual return | 26.43% | 22.30%+4.1pp | 46.47%-20.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,119 | $2,692-21.3% | $3,660-42.1% | $2,471-14.3% |
| Participant deferral / active EE | $3,800 | $3,282+15.8% | $4,370-13.0% | $3,740+1.6% |
| Admin fee / account holder | $4,497 | $4,400+2.2% | $5,945-24.4% | $5,306-15.2% |