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 | $46,760 | $152,587-69.4% | $125,175-62.6% | $152,861-69.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 18.75% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,722 | $4,946-65.2% | $3,865-55.5% | $4,762-63.8% |
| Participant deferral / active EE | $3,553 | $5,868-39.5% | $4,937-28.0% | $5,850-39.3% |
| Admin fee / account holder | $3,155 | $13,434-76.5% | $9,702-67.5% | $11,596-72.8% |