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 | $64,797 | $59,054+9.7% | $97,167-33.3% | $77,671-16.6% |
| Participation rate | 26.8% | 67.9%-41.1pp | 72.7%-45.9pp | 70.6%-43.8pp |
| Annual return | 14.04% | 16.96%-2.9pp | 75.27%-61.2pp | 31.21%-17.2pp |
| Employer contribution / active EE | $948 | $1,742-45.6% | $2,729-65.3% | $2,726-65.2% |
| Participant deferral / active EE | $1,778 | $3,930-54.7% | $4,264-58.3% | $4,648-61.7% |
| Admin fee / account holder | $616 | $346+78.0% | $5,650-89.1% | $430+43.2% |