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 | $62,092 | $61,605+0.8% | $112,229-44.7% | $75,163-17.4% |
| Participation rate | 65.0% | 61.7%+3.3pp | 72.4%-7.4pp | 67.2%-2.2pp |
| Annual return | 19.17% | 28.47%-9.3pp | 30.20%-11.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,100 | $2,015+4.2% | $3,430-38.8% | $2,670-21.3% |
| Participant deferral / active EE | $3,272 | $3,108+5.3% | $4,798-31.8% | $4,125-20.7% |
| Admin fee / account holder | $376 | $4,862-92.3% | $7,748-95.1% | $5,651-93.3% |