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 | $116,768 | $179,726-35.0% | $156,263-25.3% | $142,382-18.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 18.31% | 77.86%-59.5pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,257 | $5,069-75.2% | $4,333-71.0% | $4,299-70.8% |
| Participant deferral / active EE | $2,353 | $6,956-66.2% | $6,158-61.8% | $6,507-63.8% |
| Admin fee / account holder | $2,596 | $17,272-85.0% | $14,255-81.8% | $12,624-79.4% |