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 | $96,729 | $154,228-37.3% | $145,433-33.5% | $137,256-29.5% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.3pp | 80.0%-43.1pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,895 | $4,804-60.6% | $4,554-58.4% | $4,156-54.4% |
| Participant deferral / active EE | $3,591 | $8,216-56.3% | $7,897-54.5% | $6,407-43.9% |
| Admin fee / account holder | $384 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |