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 | $69,162 | $108,825-36.4% | $156,181-55.7% | $82,448-16.1% |
| Participation rate | 66.2% | 72.4%-6.2pp | 78.8%-12.6pp | 68.1%-1.9pp |
| Annual return | 17.31% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,319 | $2,870-54.0% | $4,294-69.3% | $2,551-48.3% |
| Participant deferral / active EE | $3,301 | $4,577-27.9% | $6,132-46.2% | $4,139-20.3% |
| Admin fee / account holder | $3,396 | $9,341-63.6% | $14,586-76.7% | $7,234-53.1% |