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 | $56,342 | $185,822-69.7% | $169,993-66.9% | $139,434-59.6% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 26.92% | 60.50%-33.6pp | 53.37%-26.4pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,565 | $7,590-79.4% | $6,785-76.9% | $4,751-67.1% |
| Participant deferral / active EE | $3,881 | $11,622-66.6% | $10,408-62.7% | $6,710-42.2% |
| Admin fee / account holder | $462 | $15,381-97.0% | $12,815-96.4% | $11,403-96.0% |