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 | $73,836 | $114,381-35.4% | $107,525-31.3% | $142,382-48.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.46% | 242.71%-226.2pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,895 | $4,015-52.8% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $3,347 | $5,564-39.9% | $5,116-34.6% | $6,507-48.6% |
| Admin fee / account holder | $1,156 | $9,860-88.3% | $8,919-87.0% | $12,624-90.8% |