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 | $125,889 | $228,332-44.9% | $185,823-32.3% | $158,922-20.8% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 14.16% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,986 | $4,967-60.0% | $4,087-51.4% | $4,761-58.3% |
| Participant deferral / active EE | $6,244 | $6,415-2.7% | $5,632+10.9% | $5,982+4.4% |
| Admin fee / account holder | $8,541 | $11,864-28.0% | $9,500-10.1% | $11,246-24.0% |