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 5-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 | $54,214 | $159,602-66.0% | $150,045-63.9% | $142,382-61.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 102.93% | 70.24%+32.7pp | 62.55%+40.4pp | 217.08%-114.1pp |
| Employer contribution / active EE | $1,090 | $4,961-78.0% | $4,693-76.8% | $4,299-74.7% |
| Participant deferral / active EE | $2,707 | $8,310-67.4% | $7,997-66.1% | $6,507-58.4% |
| Admin fee / account holder | $525 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |