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 | $34,726 | $58,927-41.1% | $76,817-54.8% | $72,985-52.4% |
| Participation rate | 66.0% | 67.3%-1.4pp | 72.1%-6.1pp | 69.5%-3.5pp |
| Annual return | 21.32% | 2305.64%-2284.3pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,437 | $1,787-19.6% | $2,302-37.6% | $2,440-41.1% |
| Participant deferral / active EE | $1,982 | $2,690-26.3% | $3,336-40.6% | $3,607-45.1% |
| Admin fee / account holder | $4,521 | $4,013+12.7% | $6,420-29.6% | $5,124-11.8% |