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 | $59,417-32.4% | $93,606-57.1% | $74,495-46.1% |
| Participation rate | 25.7% | 59.7%-33.9pp | 68.7%-43.0pp | 67.2%-41.5pp |
| Annual return | 26.31% | 81.83%-55.5pp | 133.20%-106.9pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $1,249 | $1,264-1.1% | $2,420-48.4% | $2,623-52.4% |
| Participant deferral / active EE | $1,875 | $3,050-38.5% | $4,411-57.5% | $4,346-56.8% |
| Admin fee / account holder | $1,572 | $3,021-48.0% | $8,285-81.0% | $1,942-19.0% |