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 | $122,403 | $228,332-46.4% | $185,823-34.1% | $158,922-23.0% |
| Participation rate | 59.1% | 82.3%-23.2pp | 78.0%-18.9pp | 82.0%-22.9pp |
| Annual return | 22.29% | 40.80%-18.5pp | 35.95%-13.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,255 | $4,967-74.7% | $4,087-69.3% | $4,761-73.6% |
| Participant deferral / active EE | $6,179 | $6,415-3.7% | $5,632+9.7% | $5,982+3.3% |
| Admin fee / account holder | $639 | $11,864-94.6% | $9,500-93.3% | $11,246-94.3% |