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 | $77,511 | $91,552-15.3% | $133,956-42.1% | $79,858-2.9% |
| Participation rate | 34.1% | 73.3%-39.3pp | 79.8%-45.8pp | 69.6%-35.6pp |
| Annual return | 14.14% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,019 | $2,384-57.3% | $3,919-74.0% | $2,471-58.8% |
| Participant deferral / active EE | $1,842 | $3,733-50.7% | $5,048-63.5% | $3,740-50.7% |
| Admin fee / account holder | $2,736 | $6,321-56.7% | $8,927-69.3% | $5,306-48.4% |