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 | $81,585 | $71,050+14.8% | $93,606-12.8% | $80,856+0.9% |
| Participation rate | 21.3% | 60.4%-39.1pp | 68.7%-47.4pp | 67.6%-46.4pp |
| Annual return | 13.71% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $684 | $1,564-56.3% | $2,420-71.7% | $2,755-75.2% |
| Participant deferral / active EE | $2,905 | $4,034-28.0% | $4,411-34.1% | $4,296-32.4% |
| Admin fee / account holder | $322 | $6,945-95.4% | $8,285-96.1% | $6,918-95.3% |