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 | $41,171 | $149,734-72.5% | $118,925-65.4% | $158,922-74.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 34.54% | 19.95%+14.6pp | 35.88%-1.3pp | 302.83%-268.3pp |
| Employer contribution / active EE | $4,718 | $4,115+14.6% | $3,263+44.6% | $4,761-0.9% |
| Participant deferral / active EE | $4,897 | $5,223-6.2% | $4,265+14.8% | $5,982-18.1% |
| Admin fee / account holder | $333 | $8,603-96.1% | $6,581-94.9% | $11,246-97.0% |