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 8-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 | $27,914 | $89,355-68.8% | $141,162-80.2% | $72,985-61.8% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 25.62% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $4,565 | $3,114+46.6% | $4,735-3.6% | $2,440+87.1% |
| Participant deferral / active EE | $4,428 | $5,418-18.3% | $6,709-34.0% | $3,607+22.7% |
| Admin fee / account holder | $523 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |