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 | $112,449 | $197,591-43.1% | $177,821-36.8% | $158,922-29.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 15.40% | 58.76%-43.4pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,871 | $6,697-57.1% | $5,918-51.5% | $4,761-39.7% |
| Participant deferral / active EE | $3,266 | $8,405-61.1% | $7,714-57.7% | $5,982-45.4% |
| Admin fee / account holder | $796 | $15,399-94.8% | $12,427-93.6% | $11,246-92.9% |