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 | $50,107 | $176,377-71.6% | $134,143-62.6% | $158,922-68.5% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 9.30% | 63.63%-54.3pp | 36.33%-27.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,097 | $5,040-78.2% | $3,704-70.4% | $4,761-77.0% |
| Participant deferral / active EE | $1,161 | $4,091-71.6% | $3,499-66.8% | $5,982-80.6% |
| Admin fee / account holder | $412 | $8,718-95.3% | $6,684-93.8% | $11,246-96.3% |