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 | $86,303 | $159,602-45.9% | $150,045-42.5% | $142,382-39.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 21.70% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,776 | $4,961-64.2% | $4,693-62.1% | $4,299-58.7% |
| Participant deferral / active EE | $12,414 | $8,310+49.4% | $7,997+55.2% | $6,507+90.8% |
| Admin fee / account holder | $1,924 | $14,846-87.0% | $13,435-85.7% | $12,624-84.8% |