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 | $86,043 | $39,019+120.5% | $80,716+6.6% | $85,850+0.2% |
| Participation rate | 35.5% | 41.5%-6.1pp | 54.2%-18.7pp | 69.3%-33.8pp |
| Annual return | 17.68% | 26.27%-8.6pp | 87.28%-69.6pp | 318.53%-300.8pp |
| Employer contribution / active EE | $730 | $722+1.1% | $1,160-37.1% | $2,565-71.5% |
| Participant deferral / active EE | $1,967 | $1,326+48.4% | $2,146-8.3% | $3,952-50.2% |
| Admin fee / account holder | $2,912 | $2,431+19.8% | $3,380-13.9% | $6,260-53.5% |