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 | $27,003 | $54,701-50.6% | $86,188-68.7% | $71,457-62.2% |
| Participation rate | 67.6% | 60.1%+7.5pp | 69.0%-1.3pp | 67.9%-0.3pp |
| Annual return | 17.29% | 20.06%-2.8pp | 1168.45%-1151.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,264 | $1,265+79.0% | $2,380-4.9% | $2,588-12.5% |
| Participant deferral / active EE | $3,998 | $3,108+28.6% | $3,985+0.3% | $4,289-6.8% |
| Admin fee / account holder | $1,192 | $1,922-38.0% | $6,852-82.6% | $1,587-24.9% |