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 | $122,110 | $159,602-23.5% | $150,045-18.6% | $142,382-14.2% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.3%-30.1pp | 80.1%-27.9pp |
| Annual return | 29.78% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,715 | $4,961-65.4% | $4,693-63.5% | $4,299-60.1% |
| Participant deferral / active EE | $10,212 | $8,310+22.9% | $7,997+27.7% | $6,507+56.9% |
| Admin fee / account holder | $2,009 | $14,846-86.5% | $13,435-85.0% | $12,624-84.1% |