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 | $75,597 | $100,923-25.1% | $150,045-49.6% | $74,304+1.7% |
| Participation rate | 34.6% | 70.1%-35.4pp | 82.3%-47.7pp | 60.3%-25.7pp |
| Annual return | 15.39% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,236 | $3,463-64.3% | $4,693-73.7% | $2,241-44.8% |
| Participant deferral / active EE | $2,177 | $6,709-67.6% | $7,997-72.8% | $3,767-42.2% |
| Admin fee / account holder | $2,524 | $2,767-8.8% | $13,435-81.2% | $2,969-15.0% |