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 | $56,761 | $178,174-68.1% | $156,181-63.7% | $137,256-58.6% |
| Participation rate | 27.8% | 82.0%-54.3pp | 78.8%-51.1pp | 80.0%-52.2pp |
| Annual return | 20.40% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,456 | $4,972-70.7% | $4,294-66.1% | $4,156-65.0% |
| Participant deferral / active EE | $4,908 | $6,888-28.7% | $6,132-20.0% | $6,407-23.4% |
| Admin fee / account holder | $1,632 | $17,404-90.6% | $14,586-88.8% | $12,270-86.7% |