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 | $133,575 | $178,174-25.0% | $156,181-14.5% | $137,256-2.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 18.89% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,755 | $4,972-64.7% | $4,294-59.1% | $4,156-57.8% |
| Participant deferral / active EE | $4,616 | $6,888-33.0% | $6,132-24.7% | $6,407-28.0% |
| Admin fee / account holder | $526 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |