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 8-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 | $67,067 | $63,355+5.9% | $91,989-27.1% | $72,985-8.1% |
| Participation rate | 54.1% | 72.5%-18.4pp | 78.6%-24.5pp | 69.5%-15.4pp |
| Annual return | 24.55% | 35.35%-10.8pp | 69.02%-44.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,682 | $4,883-24.6% | $5,923-37.8% | $3,607+2.1% |
| Admin fee / account holder | $1,485 | $4,668-68.2% | $7,743-80.8% | $5,124-71.0% |