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 7-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 | $65,707 | $111,535-41.1% | $105,223-37.6% | $137,256-52.1% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 18.21% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,978 | $3,939-49.8% | $3,689-46.4% | $4,156-52.4% |
| Participant deferral / active EE | $6,325 | $5,500+15.0% | $5,072+24.7% | $6,407-1.3% |
| Admin fee / account holder | $873 | $9,721-91.0% | $8,859-90.1% | $12,270-92.9% |