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 5-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 | $60,498 | $114,381-47.1% | $107,525-43.7% | $142,382-57.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 21.24% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,473 | $4,015-13.5% | $3,754-7.5% | $4,299-19.2% |
| Participant deferral / active EE | $11,182 | $5,564+101.0% | $5,116+118.6% | $6,507+71.8% |
| Admin fee / account holder | $4,892 | $9,860-50.4% | $8,919-45.2% | $12,624-61.3% |