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 | $55,631 | $88,672-37.3% | $105,223-47.1% | $82,448-32.5% |
| Participation rate | 56.9% | 67.9%-11.0pp | 75.0%-18.1pp | 68.1%-11.1pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,327 | $3,048-56.5% | $3,689-64.0% | $2,551-48.0% |
| Participant deferral / active EE | $2,856 | $4,036-29.2% | $5,072-43.7% | $4,139-31.0% |
| Admin fee / account holder | $2,481 | $7,146-65.3% | $8,859-72.0% | $7,234-65.7% |