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 | $135,120 | $93,571+44.4% | $135,903-0.6% | $75,163+79.8% |
| Participation rate | 48.7% | 75.2%-26.5pp | 81.9%-33.2pp | 67.2%-18.5pp |
| Annual return | 23.58% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,641 | $3,537-53.6% | $4,856-66.2% | $2,670-38.5% |
| Participant deferral / active EE | $3,877 | $6,404-39.5% | $7,758-50.0% | $4,125-6.0% |
| Admin fee / account holder | $1,750 | $6,975-74.9% | $10,762-83.7% | $5,651-69.0% |