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 | $25,142 | $23,330+7.8% | $64,489-61.0% | $82,448-69.5% |
| Participation rate | 68.0% | 68.3%-0.3pp | 67.7%+0.3pp | 68.1%-0.1pp |
| Annual return | 20.96% | 83.66%-62.7pp | 55.03%-34.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,935 | $824+134.8% | $1,523+27.1% | $2,551-24.1% |
| Participant deferral / active EE | $2,724 | $1,707+59.5% | $2,778-2.0% | $4,139-34.2% |
| Admin fee / account holder | $720 | $2,946-75.5% | $4,260-83.1% | $7,234-90.0% |