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 | $36,238 | $197,591-81.7% | $177,821-79.6% | $158,922-77.2% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 9.64% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,802 | $6,697-73.1% | $5,918-69.5% | $4,761-62.1% |
| Participant deferral / active EE | $4,760 | $8,405-43.4% | $7,714-38.3% | $5,982-20.4% |
| Admin fee / account holder | $4,179 | $15,399-72.9% | $12,427-66.4% | $11,246-62.8% |