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 | $60,044 | $90,503-33.7% | $78,689-23.7% | $273,961-78.1% |
| Participation rate | 38.9% | 76.5%-37.6pp | 73.6%-34.7pp | 83.0%-44.1pp |
| Annual return | 9.30% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,149 | $3,176-63.8% | $2,851-59.7% | $4,869-76.4% |
| Participant deferral / active EE | $1,980 | $3,901-49.2% | $3,517-43.7% | $5,287-62.5% |
| Admin fee / account holder | $734 | $5,263-86.1% | $4,510-83.7% | $10,132-92.8% |