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 | $107,441 | $58,828+82.6% | $77,999+37.7% | $62,891+70.8% |
| Participation rate | 62.8% | 71.1%-8.2pp | 75.5%-12.7pp | 69.3%-6.5pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $830 | $1,672-50.3% | $2,470-66.4% | $2,281-63.6% |
| Participant deferral / active EE | $2,000 | $2,686-25.5% | $3,497-42.8% | $3,203-37.6% |
| Admin fee / account holder | $4,675 | $4,393+6.4% | $5,480-14.7% | $4,296+8.8% |