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 | $93,783 | $159,602-41.2% | $150,045-37.5% | $142,382-34.1% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.3%-47.0pp | 80.1%-44.8pp |
| Annual return | 13.48% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,917 | $4,961-61.4% | $4,693-59.1% | $4,299-55.4% |
| Participant deferral / active EE | $5,195 | $8,310-37.5% | $7,997-35.0% | $6,507-20.2% |
| Admin fee / account holder | $4,787 | $14,846-67.8% | $13,435-64.4% | $12,624-62.1% |