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 | $50,307 | $49,922+0.8% | $80,569-37.6% | $75,163-33.1% |
| Participation rate | 55.2% | 55.3%-0.1pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 16.43% | 34.69%-18.3pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $848 | $1,698-50.1% | $2,723-68.9% | $2,670-68.3% |
| Participant deferral / active EE | $2,295 | $2,990-23.3% | $4,447-48.4% | $4,125-44.4% |
| Admin fee / account holder | $2,436 | $3,577-31.9% | $5,377-54.7% | $5,651-56.9% |