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 | $137,058 | $109,413+25.3% | $156,263-12.3% | $84,808+61.6% |
| Participation rate | 44.1% | 72.7%-28.6pp | 78.9%-34.8pp | 68.3%-24.2pp |
| Annual return | 93.10% | 20.18%+72.9pp | 59.47%+33.6pp | 40.90%+52.2pp |
| Employer contribution / active EE | $1,378 | $2,907-52.6% | $4,333-68.2% | $2,631-47.6% |
| Participant deferral / active EE | $2,250 | $4,590-51.0% | $6,158-63.5% | $4,212-46.6% |
| Admin fee / account holder | $22,182 | $9,357+137.1% | $14,255+55.6% | $7,344+202.1% |