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 | $53,280 | $124,281-57.1% | $109,143-51.2% | $167,490-68.2% |
| Participation rate | 52.9% | 79.4%-26.5pp | 75.9%-22.9pp | 82.1%-29.2pp |
| Annual return | 17.60% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,126 | $4,207-49.5% | $3,722-42.9% | $4,837-56.1% |
| Participant deferral / active EE | $4,345 | $5,255-17.3% | $4,653-6.6% | $6,341-31.5% |
| Admin fee / account holder | $397 | $7,970-95.0% | $6,752-94.1% | $12,309-96.8% |