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 | $58,583 | $135,952-56.9% | $123,892-52.7% | $273,961-78.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.77% | 56.63%-50.9pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,679 | $5,170-67.5% | $4,617-63.6% | $4,869-65.5% |
| Participant deferral / active EE | $5,354 | $6,343-15.6% | $5,984-10.5% | $5,287+1.3% |
| Admin fee / account holder | $6,596 | $9,817-32.8% | $8,357-21.1% | $10,132-34.9% |