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 | $144,497 | $97,125+48.8% | $86,233+67.6% | $137,256+5.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 11.14% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,244 | $2,841-56.2% | $2,504-50.3% | $4,156-70.1% |
| Participant deferral / active EE | $2,489 | $5,180-52.0% | $4,559-45.4% | $6,407-61.2% |
| Admin fee / account holder | $1,572 | $9,725-83.8% | $8,342-81.2% | $12,270-87.2% |