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 | $43,994 | $148,534-70.4% | $135,903-67.6% | $139,434-68.4% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 29.81% | 79.19%-49.4pp | 68.23%-38.4pp | 372.94%-343.1pp |
| Employer contribution / active EE | $2,074 | $5,243-60.4% | $4,856-57.3% | $4,751-56.3% |
| Participant deferral / active EE | $7,620 | $8,100-5.9% | $7,758-1.8% | $6,710+13.6% |
| Admin fee / account holder | $547 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |