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 | $63,068 | $152,587-58.7% | $125,175-49.6% | $152,861-58.7% |
| Participation rate | 52.2% | 83.3%-31.2pp | 79.8%-27.6pp | 82.4%-30.3pp |
| Annual return | 24.09% | 54.84%-30.7pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,333 | $4,946-73.0% | $3,865-65.5% | $4,762-72.0% |
| Participant deferral / active EE | $2,801 | $5,868-52.3% | $4,937-43.3% | $5,850-52.1% |
| Admin fee / account holder | $2,271 | $13,434-83.1% | $9,702-76.6% | $11,596-80.4% |