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 | $78,938 | $56,053+40.8% | $75,972+3.9% | $80,856-2.4% |
| Participation rate | 43.5% | 62.0%-18.6pp | 69.1%-25.6pp | 67.6%-24.2pp |
| Annual return | 12.02% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $698 | $1,874-62.8% | $2,685-74.0% | $2,755-74.7% |
| Participant deferral / active EE | $2,028 | $3,052-33.5% | $4,255-52.3% | $4,296-52.8% |
| Admin fee / account holder | $508 | $5,234-90.3% | $6,467-92.1% | $6,918-92.7% |