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 | $71,031 | $159,602-55.5% | $150,045-52.7% | $142,382-50.1% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.3%-41.4pp | 80.1%-39.2pp |
| Annual return | 26.41% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,628 | $4,961-67.2% | $4,693-65.3% | $4,299-62.1% |
| Participant deferral / active EE | $4,665 | $8,310-43.9% | $7,997-41.7% | $6,507-28.3% |
| Admin fee / account holder | $2,352 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |