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 | $53,596 | $177,572-69.8% | $154,803-65.4% | $142,382-62.4% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.1%-20.2pp | 80.1%-22.2pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,071 | $4,810-56.9% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $1,904 | $6,272-69.6% | $5,540-65.6% | $6,507-70.7% |
| Admin fee / account holder | $569 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |