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 | $33,810 | $91,407-63.0% | $135,903-75.1% | $71,457-52.7% |
| Participation rate | 58.1% | 75.7%-17.6pp | 81.9%-23.8pp | 67.9%-9.8pp |
| Annual return | 58.33% | 29.90%+28.4pp | 68.23%-9.9pp | 28.85%+29.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,032 | $7,092+13.3% | $7,758+3.5% | $4,289+87.3% |
| Admin fee / account holder | $4,033 | $1,266+218.6% | $10,762-62.5% | $1,587+154.1% |