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 | $46,852 | $60,022-21.9% | $88,946-47.3% | $84,808-44.8% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 27.81% | 22.43%+5.4pp | 57.82%-30.0pp | 40.90%-13.1pp |
| Employer contribution / active EE | $2,044 | $1,703+20.1% | $2,555-20.0% | $2,631-22.3% |
| Participant deferral / active EE | $7,690 | $3,114+147.0% | $4,581+67.9% | $4,212+82.6% |
| Admin fee / account holder | $9,843 | $4,811+104.6% | $8,261+19.2% | $7,344+34.0% |