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 | $25,926 | $60,323-57.0% | $81,812-68.3% | $74,495-65.2% |
| Participation rate | 44.0% | 62.9%-18.8pp | 72.3%-28.3pp | 67.2%-23.2pp |
| Annual return | 26.57% | 16.90%+9.7pp | 773.79%-747.2pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $1,462 | $2,620-44.2% | $2,912-49.8% | $2,623-44.3% |
| Participant deferral / active EE | $2,252 | $3,387-33.5% | $4,319-47.9% | $4,346-48.2% |
| Admin fee / account holder | $2,003 | $1,486+34.8% | $7,386-72.9% | $1,942+3.2% |