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 | $61,949 | $100,773-38.5% | $88,946-30.4% | $142,382-56.5% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 18.92% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,227 | $2,918-58.0% | $2,555-52.0% | $4,299-71.5% |
| Participant deferral / active EE | $2,357 | $5,230-54.9% | $4,581-48.5% | $6,507-63.8% |
| Admin fee / account holder | $4,984 | $9,693-48.6% | $8,261-39.7% | $12,624-60.5% |