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 | $114,182 | $162,781-29.9% | $133,956-14.8% | $158,922-28.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 21.00% | 41.94%-20.9pp | 45.09%-24.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,852 | $4,975-62.8% | $3,919-52.7% | $4,761-61.1% |
| Participant deferral / active EE | $3,063 | $5,911-48.2% | $5,048-39.3% | $5,982-48.8% |
| Admin fee / account holder | $4,128 | $11,736-64.8% | $8,927-53.8% | $11,246-63.3% |