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 | $88,278 | $52,279+68.9% | $89,391-1.2% | $79,858+10.5% |
| Participation rate | 33.8% | 57.5%-23.7pp | 68.0%-34.2pp | 69.6%-35.8pp |
| Annual return | 16.62% | 22.16%-5.5pp | 245.62%-229.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $426 | $1,572-72.9% | $2,586-83.5% | $2,471-82.8% |
| Participant deferral / active EE | $1,357 | $2,740-50.5% | $3,890-65.1% | $3,740-63.7% |
| Admin fee / account holder | $2,679 | $3,356-20.2% | $4,881-45.1% | $5,306-49.5% |