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 9-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 | $82,791 | $71,050+16.5% | $93,606-11.6% | $80,856+2.4% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.6%-15.5pp |
| Annual return | 10.68% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $660 | $1,564-57.8% | $2,420-72.7% | $2,755-76.0% |
| Participant deferral / active EE | $3,508 | $4,034-13.0% | $4,411-20.5% | $4,296-18.3% |
| Admin fee / account holder | $13,144 | $6,945+89.3% | $8,285+58.7% | $6,918+90.0% |