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 | $57,640 | $179,726-67.9% | $156,263-63.1% | $142,382-59.5% |
| Participation rate | 40.9% | 82.1%-41.2pp | 78.9%-38.0pp | 80.1%-39.2pp |
| Annual return | 17.95% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,312 | $5,069-74.1% | $4,333-69.7% | $4,299-69.5% |
| Participant deferral / active EE | $3,002 | $6,956-56.8% | $6,158-51.3% | $6,507-53.9% |
| Admin fee / account holder | $812 | $17,272-95.3% | $14,255-94.3% | $12,624-93.6% |