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 | $66,522 | $60,124+10.6% | $90,404-26.4% | $79,858-16.7% |
| Participation rate | 69.0% | 65.0%+4.1pp | 72.7%-3.6pp | 69.6%-0.6pp |
| Annual return | 29.20% | 71.94%-42.7pp | 1293.02%-1263.8pp | 31.71%-2.5pp |
| Employer contribution / active EE | $1,439 | $2,068-30.4% | $3,262-55.9% | $2,471-41.8% |
| Participant deferral / active EE | $3,169 | $2,938+7.9% | $3,963-20.0% | $3,740-15.3% |
| Admin fee / account holder | $439 | $3,976-89.0% | $5,611-92.2% | $5,306-91.7% |