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 | $37,365 | $99,877-62.6% | $84,966-56.0% | $145,922-74.4% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.8pp |
| Annual return | 26.72% | 83.76%-57.0pp | 66.38%-39.7pp | 561.29%-534.6pp |
| Employer contribution / active EE | $795 | $3,231-75.4% | $2,727-70.9% | $4,660-82.9% |
| Participant deferral / active EE | $2,444 | $5,291-53.8% | $4,519-45.9% | $6,688-63.5% |
| Admin fee / account holder | $3,623 | $7,248-50.0% | $6,149-41.1% | $13,397-73.0% |