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 | $39,764 | $124,281-68.0% | $109,143-63.6% | $167,490-76.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 107.81% | 26.04%+81.8pp | 25.75%+82.1pp | 478.56%-370.7pp |
| Employer contribution / active EE | $2,308 | $4,207-45.1% | $3,722-38.0% | $4,837-52.3% |
| Participant deferral / active EE | $4,861 | $5,255-7.5% | $4,653+4.5% | $6,341-23.3% |
| Admin fee / account holder | $393 | $7,970-95.1% | $6,752-94.2% | $12,309-96.8% |