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 | $40,156 | $70,606-43.1% | $53,898-25.5% | $142,382-71.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 19.20% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,349 | $1,202+12.2% | $932+44.7% | $4,299-68.6% |
| Participant deferral / active EE | $2,496 | $2,364+5.6% | $1,826+36.6% | $6,507-61.7% |
| Admin fee / account holder | $2,614 | $2,852-8.3% | $2,491+5.0% | $12,624-79.3% |