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 8-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 | $50,658 | $118,849-57.4% | $96,562-47.5% | $167,490-69.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 15.34% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,429 | $3,120-22.1% | $2,356+3.1% | $4,837-49.8% |
| Participant deferral / active EE | $7,544 | $4,616+63.4% | $3,849+96.0% | $6,341+19.0% |
| Admin fee / account holder | $2,212 | $8,065-72.6% | $6,181-64.2% | $12,309-82.0% |