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 | $52,833 | $58,208-9.2% | $81,812-35.4% | $80,856-34.7% |
| Participation rate | 48.1% | 63.4%-15.3pp | 72.3%-24.2pp | 67.6%-19.5pp |
| Annual return | 17.25% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,680 | $2,340-28.2% | $2,912-42.3% | $2,755-39.0% |
| Participant deferral / active EE | $4,004 | $3,281+22.0% | $4,319-7.3% | $4,296-6.8% |
| Admin fee / account holder | $1,681 | $4,981-66.3% | $7,386-77.2% | $6,918-75.7% |