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 | $66,912 | $63,861+4.8% | $104,607-36.0% | $79,858-16.2% |
| Participation rate | 69.6% | 64.9%+4.6pp | 74.1%-4.5pp | 69.6%-0.1pp |
| Annual return | 15.69% | 21.30%-5.6pp | 340.46%-324.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,551 | $1,588-2.4% | $2,681-42.2% | $2,471-37.2% |
| Participant deferral / active EE | $2,635 | $2,693-2.2% | $3,740-29.5% | $3,740-29.5% |
| Admin fee / account holder | $609 | $4,185-85.5% | $6,473-90.6% | $5,306-88.5% |