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 5-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 | $60,069 | $109,881-45.3% | $150,045-60.0% | $84,808-29.2% |
| Participation rate | 30.8% | 76.1%-45.3pp | 82.3%-51.6pp | 68.3%-37.5pp |
| Annual return | 18.13% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,196 | $3,561-66.4% | $4,693-74.5% | $2,631-54.5% |
| Participant deferral / active EE | $2,945 | $6,636-55.6% | $7,997-63.2% | $4,212-30.1% |
| Admin fee / account holder | $3,377 | $8,568-60.6% | $13,435-74.9% | $7,344-54.0% |