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 | $63,300 | $107,334-41.0% | $92,893-31.9% | $152,861-58.6% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 23.50% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,701 | $4,221-59.7% | $3,653-53.4% | $4,762-64.3% |
| Participant deferral / active EE | $3,319 | $4,845-31.5% | $4,236-21.6% | $5,850-43.3% |
| Admin fee / account holder | $2,867 | $7,079-59.5% | $5,794-50.5% | $11,596-75.3% |