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 | $40,152 | $59,402-32.4% | $93,654-57.1% | $74,546-46.1% |
| Participation rate | 25.7% | 59.7%-33.9pp | 68.7%-43.0pp | 67.2%-41.5pp |
| Annual return | 26.31% | 81.86%-55.5pp | 133.34%-107.0pp | 1366.03%-1339.7pp |
| Employer contribution / active EE | $1,249 | $1,265-1.2% | $2,421-48.4% | $2,624-52.4% |
| Participant deferral / active EE | $1,875 | $3,049-38.5% | $4,413-57.5% | $4,347-56.9% |
| Admin fee / account holder | $1,572 | $3,023-48.0% | $8,282-81.0% | $1,944-19.1% |