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 | $36,497 | $81,208-55.1% | $98,907-63.1% | $79,858-54.3% |
| Participation rate | 57.0% | 72.5%-15.5pp | 76.0%-19.1pp | 69.6%-12.7pp |
| Annual return | 15.47% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,546 | $1,960-21.1% | $2,689-42.5% | $2,471-37.4% |
| Participant deferral / active EE | $2,676 | $3,265-18.1% | $4,244-37.0% | $3,740-28.5% |
| Admin fee / account holder | $4,414 | $6,013-26.6% | $6,642-33.5% | $5,306-16.8% |