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 | $82,651 | $45,035+83.5% | $62,995+31.2% | $70,131+17.9% |
| Participation rate | 48.5% | 69.5%-21.0pp | 74.8%-26.3pp | 69.5%-21.1pp |
| Annual return | 18.75% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $952 | $2,051-53.6% | $2,759-65.5% | $2,342-59.4% |
| Participant deferral / active EE | $2,883 | $2,465+17.0% | $3,329-13.4% | $3,332-13.5% |
| Admin fee / account holder | $1,919 | $2,834-32.3% | $3,600-46.7% | $4,645-58.7% |