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 | $81,649 | $78,705+3.7% | $117,854-30.7% | $70,131+16.4% |
| Participation rate | 19.4% | 73.2%-53.8pp | 79.7%-60.3pp | 69.5%-50.2pp |
| Annual return | 14.25% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $669 | $2,223-69.9% | $3,786-82.3% | $2,342-71.4% |
| Participant deferral / active EE | $1,752 | $3,297-46.9% | $4,482-60.9% | $3,332-47.4% |
| Admin fee / account holder | $1,896 | $5,065-62.6% | $8,020-76.4% | $4,645-59.2% |