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 | $55,820 | $177,572-68.6% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 19.43% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,231 | $4,810-53.6% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $4,723 | $6,272-24.7% | $5,540-14.8% | $6,507-27.4% |
| Admin fee / account holder | $379 | $16,786-97.7% | $14,329-97.4% | $12,624-97.0% |