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 | $63,685 | $48,364+31.7% | $71,796-11.3% | $62,891+1.3% |
| Participation rate | 37.7% | 60.6%-22.9pp | 69.1%-31.4pp | 69.3%-31.6pp |
| Annual return | 7.16% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $717 | $1,042-31.1% | $1,924-62.7% | $2,281-68.5% |
| Participant deferral / active EE | $1,566 | $2,091-25.1% | $2,794-43.9% | $3,203-51.1% |
| Admin fee / account holder | $1,206 | $3,771-68.0% | $4,815-75.0% | $4,296-71.9% |