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 | $38,255 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 80.0%-19.1pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,846 | $4,804-61.6% | $4,554-59.5% | $4,156-55.6% |
| Participant deferral / active EE | $2,730 | $8,216-66.8% | $7,897-65.4% | $6,407-57.4% |
| Admin fee / account holder | $3,844 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |