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 | $66,360 | $49,922+32.9% | $80,569-17.6% | $75,163-11.7% |
| Participation rate | 53.1% | 55.3%-2.2pp | 67.0%-13.9pp | 67.2%-14.1pp |
| Annual return | 15.65% | 34.69%-19.0pp | 935.43%-919.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,500 | $1,698-11.7% | $2,723-44.9% | $2,670-43.8% |
| Participant deferral / active EE | $2,156 | $2,990-27.9% | $4,447-51.5% | $4,125-47.7% |
| Admin fee / account holder | $669 | $3,577-81.3% | $5,377-87.6% | $5,651-88.2% |