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 | $72,803 | $198,836-63.4% | $103,333-29.5% | - |
| Participation rate | 45.5% | 60.8%-15.4pp | 74.5%-29.1pp | - |
| Annual return | 85.89% | 12.43%+73.5pp | 24.88%+61.0pp | - |
| Employer contribution / active EE | $1,557 | $2,607-40.3% | $3,868-59.8% | - |
| Participant deferral / active EE | $2,598 | $3,407-23.7% | $5,057-48.6% | - |
| Admin fee / account holder | $446 | $10,004-95.5% | $8,355-94.7% | - |