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 | $48,979 | $179,726-72.7% | $156,263-68.7% | $142,382-65.6% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.9%-33.1pp | 80.1%-34.3pp |
| Annual return | 16.11% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,174 | $5,069-37.4% | $4,333-26.7% | $4,299-26.2% |
| Participant deferral / active EE | $4,832 | $6,956-30.5% | $6,158-21.5% | $6,507-25.7% |
| Admin fee / account holder | $832 | $17,272-95.2% | $14,255-94.2% | $12,624-93.4% |