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 | $71,601 | $124,319-42.4% | $111,297-35.7% | $167,490-57.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 18.41% | 37.44%-19.0pp | 54.65%-36.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,155 | $3,435-66.4% | $2,731-57.7% | $4,837-76.1% |
| Participant deferral / active EE | $4,157 | $5,180-19.8% | $4,487-7.4% | $6,341-34.4% |
| Admin fee / account holder | $4,546 | $10,618-57.2% | $7,964-42.9% | $12,309-63.1% |