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 | $53,117 | $135,952-60.9% | $123,892-57.1% | $273,961-80.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 3.89% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $847 | $5,170-83.6% | $4,617-81.7% | $4,869-82.6% |
| Participant deferral / active EE | $2,623 | $6,343-58.6% | $5,984-56.2% | $5,287-50.4% |
| Admin fee / account holder | $2,645 | $9,817-73.1% | $8,357-68.3% | $10,132-73.9% |