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 | $70,401 | $117,983-40.3% | $101,794-30.8% | $142,382-50.6% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 18.76% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,182 | $2,773-57.4% | $2,289-48.4% | $4,299-72.5% |
| Participant deferral / active EE | $5,563 | $4,714+18.0% | $4,084+36.2% | $6,507-14.5% |
| Admin fee / account holder | $341 | $10,433-96.7% | $8,777-96.1% | $12,624-97.3% |