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 | $21,363 | $67,703-68.4% | $127,761-83.3% | $65,185-67.2% |
| Participation rate | 57.8% | 74.5%-16.7pp | 79.0%-21.2pp | 70.2%-12.4pp |
| Annual return | 28.33% | 24.36%+4.0pp | 26.14%+2.2pp | 29.38%-1.1pp |
| Employer contribution / active EE | $2,131 | $3,724-42.8% | $4,574-53.4% | $2,177-2.1% |
| Participant deferral / active EE | $3,426 | $4,787-28.4% | $6,021-43.1% | $3,514-2.5% |
| Admin fee / account holder | $396 | $618-36.0% | $9,395-95.8% | $847-53.2% |