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 | $42,115 | $76,407-44.9% | $150,298-72.0% | $82,448-48.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 20.51% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,668 | $2,614+2.1% | $4,154-35.8% | $2,551+4.6% |
| Participant deferral / active EE | $3,897 | $3,214+21.2% | $5,453-28.5% | $4,139-5.8% |
| Admin fee / account holder | $782 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |