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 6-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 | $81,327 | $70,669+15.1% | $169,368-52.0% | $75,163+8.2% |
| Participation rate | 59.6% | 64.8%-5.2pp | 77.1%-17.6pp | 67.2%-7.6pp |
| Annual return | 16.23% | 36.36%-20.1pp | 405.60%-389.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $638 | $2,211-71.1% | $4,013-84.1% | $2,670-76.1% |
| Participant deferral / active EE | $4,633 | $4,311+7.5% | $6,221-25.5% | $4,125+12.3% |
| Admin fee / account holder | $1,621 | $5,402-70.0% | $9,003-82.0% | $5,651-71.3% |