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 | $102,968 | $197,591-47.9% | $177,821-42.1% | $158,922-35.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 15.15% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,301 | $6,697-65.7% | $5,918-61.1% | $4,761-51.7% |
| Participant deferral / active EE | $5,145 | $8,405-38.8% | $7,714-33.3% | $5,982-14.0% |
| Admin fee / account holder | $4,733 | $15,399-69.3% | $12,427-61.9% | $11,246-57.9% |