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 | $91,387 | $148,534-38.5% | $135,903-32.8% | $139,434-34.5% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 25.88% | 79.19%-53.3pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,921 | $5,243-63.4% | $4,856-60.4% | $4,751-59.6% |
| Participant deferral / active EE | $4,818 | $8,100-40.5% | $7,758-37.9% | $6,710-28.2% |
| Admin fee / account holder | $7,450 | $12,400-39.9% | $10,762-30.8% | $11,403-34.7% |