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 | $47,959 | $111,814-57.1% | $103,374-53.6% | $145,959-67.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.46% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,394 | $4,214-19.5% | $3,869-12.3% | $4,661-27.2% |
| Participant deferral / active EE | $7,604 | $5,618+35.3% | $5,058+50.3% | $6,689+13.7% |
| Admin fee / account holder | $428 | $9,754-95.6% | $8,394-94.9% | $13,398-96.8% |