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 8-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 | $43,782 | $51,045-14.2% | $70,515-37.9% | $71,457-38.7% |
| Participation rate | 63.7% | 59.4%+4.3pp | 68.3%-4.6pp | 67.9%-4.2pp |
| Annual return | 35.87% | 42.63%-6.8pp | 32.77%+3.1pp | 28.85%+7.0pp |
| Employer contribution / active EE | $1,940 | $1,790+8.4% | $2,973-34.8% | $2,588-25.0% |
| Participant deferral / active EE | $5,393 | $3,026+78.2% | $4,567+18.1% | $4,289+25.7% |
| Admin fee / account holder | $2,269 | $1,994+13.8% | $6,412-64.6% | $1,587+43.0% |