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 | $70,089 | $37,426+87.3% | $77,482-9.5% | $79,858-12.2% |
| Participation rate | 54.2% | 41.5%+12.7pp | 54.2%0pp | 69.6%-15.5pp |
| Annual return | 14.91% | 39.70%-24.8pp | 54.79%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $992 | $637+55.8% | $986+0.6% | $2,471-59.9% |
| Participant deferral / active EE | $2,085 | $1,260+65.5% | $1,861+12.0% | $3,740-44.3% |
| Admin fee / account holder | $3,465 | $2,504+38.4% | $2,858+21.3% | $5,306-34.7% |