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 | $37,102 | $113,339-67.3% | $94,993-60.9% | $147,584-74.9% |
| Participation rate | 54.5% | 78.0%-23.4pp | 73.9%-19.3pp | 82.8%-28.3pp |
| Annual return | 18.37% | 20.77%-2.4pp | 27.12%-8.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,231 | $3,160-61.1% | $2,603-52.7% | $4,876-74.8% |
| Participant deferral / active EE | $2,481 | $3,777-34.3% | $3,317-25.2% | $5,439-54.4% |
| Admin fee / account holder | $310 | $6,063-94.9% | $4,960-93.8% | $10,885-97.2% |