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 | $67,797 | $77,314-12.3% | $177,989-61.9% | $80,856-16.2% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.6%-27.6pp |
| Annual return | 17.60% | 18.09%-0.5pp | 294.48%-276.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,653 | $2,292-27.9% | $3,949-58.1% | $2,755-40.0% |
| Participant deferral / active EE | $2,398 | $4,411-45.6% | $6,276-61.8% | $4,296-44.2% |
| Admin fee / account holder | $970 | $7,191-86.5% | $10,363-90.6% | $6,918-86.0% |