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 | $50,408 | $49,227+2.4% | $70,449-28.4% | $79,858-36.9% |
| Participation rate | 45.2% | 69.2%-23.9pp | 75.1%-29.8pp | 69.6%-24.4pp |
| Annual return | 17.05% | 30.06%-13.0pp | 109.03%-92.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $476 | $2,099-77.3% | $2,737-82.6% | $2,471-80.7% |
| Participant deferral / active EE | $922 | $2,768-66.7% | $3,709-75.1% | $3,740-75.3% |
| Admin fee / account holder | $439 | $2,878-84.7% | $3,845-88.6% | $5,306-91.7% |