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 6-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 | $57,598 | $183,592-68.6% | $155,567-63.0% | $145,959-60.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.59% | 61.24%-39.6pp | 64.74%-43.1pp | 561.95%-540.4pp |
| Employer contribution / active EE | $1,077 | $5,315-79.7% | $4,674-77.0% | $4,661-76.9% |
| Participant deferral / active EE | $4,353 | $6,464-32.7% | $5,628-22.6% | $6,689-34.9% |
| Admin fee / account holder | $3,677 | $19,318-81.0% | $15,916-76.9% | $13,398-72.6% |