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 | $57,292 | $148,534-61.4% | $135,903-57.8% | $139,434-58.9% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,262 | $5,243-37.8% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $4,996 | $8,100-38.3% | $7,758-35.6% | $6,710-25.6% |
| Admin fee / account holder | $1,313 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |