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 | $108,997 | $179,726-39.4% | $156,263-30.2% | $142,382-23.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 15.62% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,634 | $5,069-67.8% | $4,333-62.3% | $4,299-62.0% |
| Participant deferral / active EE | $6,888 | $6,956-1.0% | $6,158+11.9% | $6,507+5.9% |
| Admin fee / account holder | $20,570 | $17,272+19.1% | $14,255+44.3% | $12,624+62.9% |