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 | $87,380 | $162,781-46.3% | $133,956-34.8% | $158,922-45.0% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 18.00% | 41.94%-23.9pp | 45.09%-27.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $985 | $4,975-80.2% | $3,919-74.9% | $4,761-79.3% |
| Participant deferral / active EE | $5,153 | $5,911-12.8% | $5,048+2.1% | $5,982-13.9% |
| Admin fee / account holder | $2,749 | $11,736-76.6% | $8,927-69.2% | $11,246-75.6% |