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 7-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 | $57,706 | $53,516+7.8% | $126,539-54.4% | $84,808-32.0% |
| Participation rate | 40.5% | 58.2%-17.8pp | 69.8%-29.3pp | 68.3%-27.8pp |
| Annual return | 18.24% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,395 | $1,535-9.1% | $3,674-62.0% | $2,631-47.0% |
| Participant deferral / active EE | $3,227 | $2,671+20.8% | $4,083-20.9% | $4,212-23.4% |
| Admin fee / account holder | $1,595 | $4,497-64.5% | $6,065-73.7% | $7,344-78.3% |