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 | $35,339 | $66,098-46.5% | $101,794-65.3% | $74,304-52.4% |
| Participation rate | 54.8% | 53.8%+1.0pp | 69.2%-14.4pp | 60.3%-5.6pp |
| Annual return | 134.38% | 19.59%+114.8pp | 30.53%+103.9pp | 29.43%+105.0pp |
| Employer contribution / active EE | $1,230 | $1,082+13.7% | $2,289-46.3% | $2,241-45.1% |
| Participant deferral / active EE | $2,425 | $2,781-12.8% | $4,084-40.6% | $3,767-35.6% |
| Admin fee / account holder | $4,905 | $4,146+18.3% | $8,777-44.1% | $2,969+65.2% |