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 10-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 | $59,805 | $111,754-46.5% | $103,333-42.1% | $145,922-59.0% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 20.95% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,854 | $4,212-56.0% | $3,868-52.1% | $4,660-60.2% |
| Participant deferral / active EE | $5,767 | $5,619+2.6% | $5,057+14.0% | $6,688-13.8% |
| Admin fee / account holder | $5,527 | $9,750-43.3% | $8,355-33.9% | $13,397-58.7% |