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 | $36,061 | $56,053-35.7% | $75,972-52.5% | $80,856-55.4% |
| Participation rate | 63.3% | 62.0%+1.3pp | 69.1%-5.7pp | 67.6%-4.3pp |
| Annual return | 15.06% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,817 | $1,874-3.1% | $2,685-32.3% | $2,755-34.1% |
| Participant deferral / active EE | $6,108 | $3,052+100.2% | $4,255+43.5% | $4,296+42.2% |
| Admin fee / account holder | $2,217 | $5,234-57.6% | $6,467-65.7% | $6,918-68.0% |