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 | $64,261 | $109,327-41.2% | $89,391-28.1% | $158,922-59.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 29.82% | 345.68%-315.9pp | 245.62%-215.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,094 | $3,170-65.5% | $2,586-57.7% | $4,761-77.0% |
| Participant deferral / active EE | $6,993 | $4,598+52.1% | $3,890+79.8% | $5,982+16.9% |
| Admin fee / account holder | $701 | $6,153-88.6% | $4,881-85.6% | $11,246-93.8% |