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 | $68,275 | $57,016+19.7% | $84,966-19.6% | $80,856-15.6% |
| Participation rate | 15.4% | 56.3%-41.0pp | 67.5%-52.1pp | 67.6%-52.3pp |
| Annual return | 13.73% | 21.66%-7.9pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,282 | $3,110-58.8% | $4,519-71.6% | $4,296-70.2% |
| Admin fee / account holder | $403 | $4,980-91.9% | $6,149-93.5% | $6,918-94.2% |