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 | $109,076 | $78,422+39.1% | $95,952+13.7% | $79,858+36.6% |
| Participation rate | 30.3% | 73.5%-43.2pp | 77.1%-46.8pp | 69.6%-39.3pp |
| Annual return | 13.55% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $918 | $1,945-52.8% | $2,541-63.9% | $2,471-62.8% |
| Participant deferral / active EE | $2,819 | $3,440-18.0% | $4,167-32.3% | $3,740-24.6% |
| Admin fee / account holder | $1,388 | $5,622-75.3% | $6,795-79.6% | $5,306-73.8% |