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 6-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 | $38,589 | $76,407-49.5% | $150,298-74.3% | $82,448-53.2% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 135.53% | 39.99%+95.5pp | 62.79%+72.7pp | 41.64%+93.9pp |
| Employer contribution / active EE | $952 | $2,614-63.6% | $4,154-77.1% | $2,551-62.7% |
| Participant deferral / active EE | $2,953 | $3,214-8.1% | $5,453-45.8% | $4,139-28.7% |
| Admin fee / account holder | $715 | $6,352-88.8% | $14,116-94.9% | $7,234-90.1% |