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 6-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 | $68,058 | $77,899-12.6% | $149,673-54.5% | $75,163-9.5% |
| Participation rate | 67.7% | 65.6%+2.2pp | 78.8%-11.0pp | 67.2%+0.6pp |
| Annual return | 13.92% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,324 | $3,137-25.9% | $4,818-51.8% | $2,670-12.9% |
| Participant deferral / active EE | $4,521 | $3,411+32.5% | $5,680-20.4% | $4,125+9.6% |
| Admin fee / account holder | $791 | $5,956-86.7% | $13,210-94.0% | $5,651-86.0% |