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 | $85,123 | $148,534-42.7% | $135,903-37.4% | $139,434-39.0% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.2pp | 80.3%-53.7pp |
| Annual return | 19.43% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,149 | $5,243-59.0% | $4,856-55.7% | $4,751-54.8% |
| Participant deferral / active EE | $4,492 | $8,100-44.5% | $7,758-42.1% | $6,710-33.1% |
| Admin fee / account holder | $1,876 | $12,400-84.9% | $10,762-82.6% | $11,403-83.5% |