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 | $62,640 | $97,125-35.5% | $86,233-27.4% | $137,256-54.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.93% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,094 | $2,841-61.5% | $2,504-56.3% | $4,156-73.7% |
| Participant deferral / active EE | $3,524 | $5,180-32.0% | $4,559-22.7% | $6,407-45.0% |
| Admin fee / account holder | $318 | $9,725-96.7% | $8,342-96.2% | $12,270-97.4% |