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 | $28,916 | $93,571-69.1% | $135,903-78.7% | $75,163-61.5% |
| Participation rate | 57.8% | 75.2%-17.4pp | 81.9%-24.1pp | 67.2%-9.4pp |
| Annual return | 48.07% | 30.90%+17.2pp | 68.23%-20.2pp | 160.62%-112.6pp |
| Employer contribution / active EE | $4,127 | $3,537+16.7% | $4,856-15.0% | $2,670+54.6% |
| Participant deferral / active EE | $6,863 | $6,404+7.2% | $7,758-11.5% | $4,125+66.4% |
| Admin fee / account holder | $7,167 | $6,975+2.7% | $10,762-33.4% | $5,651+26.8% |