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 | $56,975 | $54,705+4.1% | $71,209-20.0% | $84,808-32.8% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.8%-26.9pp | 68.3%-21.4pp |
| Annual return | 14.22% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $484 | $2,158-77.6% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $2,337 | $3,030-22.9% | $4,175-44.0% | $4,212-44.5% |
| Admin fee / account holder | $2,085 | $4,863-57.1% | $5,349-61.0% | $7,344-71.6% |