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 | $81,345 | $47,848+70.0% | $81,478-0.2% | $70,131+16.0% |
| Participation rate | 60.7% | 58.3%+2.4pp | 68.0%-7.2pp | 69.5%-8.8pp |
| Annual return | 19.21% | 27.25%-8.0pp | 38.78%-19.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,216 | $1,527-20.4% | $2,568-52.6% | $2,342-48.1% |
| Participant deferral / active EE | $1,972 | $2,453-19.6% | $3,537-44.3% | $3,332-40.8% |
| Admin fee / account holder | $1,020 | $3,145-67.6% | $4,561-77.6% | $4,645-78.0% |