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 | $78,476 | $39,019+101.1% | $80,716-2.8% | $85,850-8.6% |
| Participation rate | 61.0% | 41.5%+19.4pp | 54.2%+6.8pp | 69.3%-8.3pp |
| Annual return | 13.69% | 26.27%-12.6pp | 87.28%-73.6pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,268 | $722+75.7% | $1,160+9.3% | $2,565-50.6% |
| Participant deferral / active EE | $1,622 | $1,326+22.3% | $2,146-24.4% | $3,952-59.0% |
| Admin fee / account holder | $2,841 | $2,431+16.9% | $3,380-15.9% | $6,260-54.6% |