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 | $34,420 | $77,164-55.4% | $178,014-80.7% | $80,874-57.4% |
| Participation rate | 68.8% | 65.7%+3.1pp | 77.1%-8.3pp | 67.6%+1.2pp |
| Annual return | 24.59% | 18.09%+6.5pp | 294.80%-270.2pp | 35.62%-11.0pp |
| Employer contribution / active EE | $2,538 | $2,288+11.0% | $3,950-35.7% | $2,756-7.9% |
| Participant deferral / active EE | $6,144 | $4,408+39.4% | $6,276-2.1% | $4,297+43.0% |
| Admin fee / account holder | $2,121 | $7,164-70.4% | $10,362-79.5% | $6,935-69.4% |