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 | $65,686 | $57,541+14.2% | $95,745-31.4% | $75,163-12.6% |
| Participation rate | 55.6% | 62.5%-7.0pp | 72.3%-16.7pp | 67.2%-11.6pp |
| Annual return | 15.57% | 34.93%-19.4pp | 28.35%-12.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,586 | $1,808-12.2% | $2,835-44.0% | $2,670-40.6% |
| Participant deferral / active EE | $3,164 | $3,074+2.9% | $4,245-25.5% | $4,125-23.3% |
| Admin fee / account holder | $1,542 | $4,099-62.4% | $5,678-72.8% | $5,651-72.7% |