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 | $67,451 | $68,573-1.6% | $120,368-44.0% | $80,874-16.6% |
| Participation rate | 30.2% | 61.6%-31.4pp | 71.9%-41.7pp | 67.6%-37.4pp |
| Annual return | 12.18% | 23.61%-11.4pp | 107.26%-95.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $990 | $2,052-51.7% | $3,465-71.4% | $2,756-64.1% |
| Participant deferral / active EE | $2,047 | $3,174-35.5% | $4,991-59.0% | $4,297-52.4% |
| Admin fee / account holder | $7,012 | $5,734+22.3% | $9,429-25.6% | $6,935+1.1% |