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 | $87,306 | $78,422+11.3% | $95,952-9.0% | $79,858+9.3% |
| Participation rate | 65.1% | 73.5%-8.4pp | 77.1%-12.0pp | 69.6%-4.5pp |
| Annual return | 18.79% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,319 | $1,945-32.2% | $2,541-48.1% | $2,471-46.6% |
| Participant deferral / active EE | $3,287 | $3,440-4.5% | $4,167-21.1% | $3,740-12.1% |
| Admin fee / account holder | $2,020 | $5,622-64.1% | $6,795-70.3% | $5,306-61.9% |