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 | $51,678 | $72,277-28.5% | $101,248-49.0% | $79,858-35.3% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 22.59% | 22.30%+0.3pp | 46.47%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,582 | $2,692-4.1% | $3,660-29.5% | $2,471+4.5% |
| Participant deferral / active EE | $7,659 | $3,282+133.4% | $4,370+75.2% | $3,740+104.8% |
| Admin fee / account holder | $2,796 | $4,400-36.5% | $5,945-53.0% | $5,306-47.3% |