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 | $94,881 | $90,503+4.8% | $78,689+20.6% | $273,961-65.4% |
| Participation rate | 47.1% | 76.5%-29.5pp | 73.6%-26.5pp | 83.0%-36.0pp |
| Annual return | 9.02% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,102 | $3,176-65.3% | $2,851-61.4% | $4,869-77.4% |
| Participant deferral / active EE | $2,360 | $3,901-39.5% | $3,517-32.9% | $5,287-55.4% |
| Admin fee / account holder | $3,010 | $5,263-42.8% | $4,510-33.3% | $10,132-70.3% |