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 5-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 | $51,274 | $148,534-65.5% | $135,903-62.3% | $139,434-63.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.84% | 79.19%-56.3pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,807 | $5,243-27.4% | $4,856-21.6% | $4,751-19.9% |
| Participant deferral / active EE | $11,851 | $8,100+46.3% | $7,758+52.8% | $6,710+76.6% |
| Admin fee / account holder | $647 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |