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 | $65,826 | $105,181-37.4% | $159,436-58.7% | $85,850-23.3% |
| Participation rate | 52.4% | 75.8%-23.3pp | 82.8%-30.4pp | 69.3%-16.9pp |
| Annual return | 15.85% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,903 | $3,318-42.6% | $4,829-60.6% | $2,565-25.8% |
| Participant deferral / active EE | $4,072 | $5,945-31.5% | $7,352-44.6% | $3,952+3.0% |
| Admin fee / account holder | $2,603 | $6,933-62.5% | $10,799-75.9% | $6,260-58.4% |