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 | $75,005 | $162,781-53.9% | $133,956-44.0% | $158,922-52.8% |
| Participation rate | 56.3% | 83.2%-27.0pp | 79.8%-23.6pp | 82.0%-25.7pp |
| Annual return | 21.80% | 41.94%-20.1pp | 45.09%-23.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,310 | $4,975-73.7% | $3,919-66.6% | $4,761-72.5% |
| Participant deferral / active EE | $3,928 | $5,911-33.6% | $5,048-22.2% | $5,982-34.3% |
| Admin fee / account holder | $448 | $11,736-96.2% | $8,927-95.0% | $11,246-96.0% |