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 | $62,650 | $77,419-19.1% | $69,455-9.8% | $152,861-59.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 13.79% | 39.06%-25.3pp | 28.97%-15.2pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,180 | $3,315-34.2% | $2,779-21.5% | $4,762-54.2% |
| Participant deferral / active EE | $3,447 | $4,414-21.9% | $3,535-2.5% | $5,850-41.1% |
| Admin fee / account holder | $4,038 | $6,207-34.9% | $3,839+5.2% | $11,596-65.2% |