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 | $55,407 | $77,899-28.9% | $149,673-63.0% | $75,163-26.3% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 20.71% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,708 | $3,137-13.7% | $4,818-43.8% | $2,670+1.4% |
| Participant deferral / active EE | $7,256 | $3,411+112.7% | $5,680+27.7% | $4,125+75.9% |
| Admin fee / account holder | $2,658 | $5,956-55.4% | $13,210-79.9% | $5,651-53.0% |