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 | $34,580 | $89,753-61.5% | $107,525-67.8% | $84,808-59.2% |
| Participation rate | 69.7% | 68.1%+1.6pp | 75.1%-5.4pp | 68.3%+1.4pp |
| Annual return | 18.41% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,219 | $3,113+35.5% | $3,754+12.4% | $2,631+60.4% |
| Participant deferral / active EE | $4,052 | $4,056-0.1% | $5,116-20.8% | $4,212-3.8% |
| Admin fee / account holder | $2,160 | $7,222-70.1% | $8,919-75.8% | $7,344-70.6% |