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 | $51,007 | $176,377-71.1% | $134,143-62.0% | $158,922-67.9% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 21.21% | 63.63%-42.4pp | 36.33%-15.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $502 | $5,040-90.0% | $3,704-86.4% | $4,761-89.5% |
| Participant deferral / active EE | $1,428 | $4,091-65.1% | $3,499-59.2% | $5,982-76.1% |
| Admin fee / account holder | $3,170 | $8,718-63.6% | $6,684-52.6% | $11,246-71.8% |