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 | $25,658 | $98,750-74.0% | $149,696-82.9% | $79,858-67.9% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.1pp |
| Annual return | 21.87% | 27.43%-5.6pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,640 | $3,216-17.9% | $4,644-43.1% | $2,471+6.9% |
| Participant deferral / active EE | $4,971 | $5,680-12.5% | $6,842-27.3% | $3,740+32.9% |
| Admin fee / account holder | $7,621 | $6,053+25.9% | $9,309-18.1% | $5,306+43.6% |