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 | $42,266 | $110,502-61.8% | $80,716-47.6% | $167,490-74.8% |
| Participation rate | 45.5% | 64.0%-18.5pp | 54.2%-8.7pp | 82.1%-36.7pp |
| Annual return | 19.32% | 120.54%-101.2pp | 87.28%-68.0pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,044 | $1,543-32.3% | $1,160-10.0% | $4,837-78.4% |
| Participant deferral / active EE | $2,981 | $2,871+3.9% | $2,146+38.9% | $6,341-53.0% |
| Admin fee / account holder | $4,631 | $4,545+1.9% | $3,380+37.0% | $12,309-62.4% |