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 9-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 | $68,276 | $57,016+19.7% | $84,966-19.6% | $80,856-15.6% |
| Participation rate | 6.7% | 56.3%-49.6pp | 67.5%-60.8pp | 67.6%-60.9pp |
| Annual return | 14.26% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,175 | $1,798-34.6% | $2,727-56.9% | $2,755-57.4% |
| Participant deferral / active EE | $2,429 | $3,110-21.9% | $4,519-46.3% | $4,296-43.5% |
| Admin fee / account holder | $680 | $4,980-86.4% | $6,149-88.9% | $6,918-90.2% |