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 | $46,624 | $177,572-73.7% | $154,803-69.9% | $142,382-67.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 21.29% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,079 | $4,810-77.6% | $4,305-74.9% | $4,299-74.9% |
| Participant deferral / active EE | $3,245 | $6,272-48.3% | $5,540-41.4% | $6,507-50.1% |
| Admin fee / account holder | $3,754 | $16,786-77.6% | $14,329-73.8% | $12,624-70.3% |