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 | $103,172 | $102,317+0.8% | $146,958-29.8% | $80,856+27.6% |
| Participation rate | 50.8% | 75.8%-25.0pp | 82.2%-31.4pp | 67.6%-16.8pp |
| Annual return | 16.92% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,728 | $3,713+0.4% | $4,933-24.4% | $2,755+35.3% |
| Participant deferral / active EE | $6,922 | $6,644+4.2% | $8,070-14.2% | $4,296+61.1% |
| Admin fee / account holder | $2,576 | $7,941-67.6% | $12,998-80.2% | $6,918-62.8% |