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 | $101,107 | $86,944+16.3% | $107,525-6.0% | $74,304+36.1% |
| Participation rate | 28.4% | 59.6%-31.2pp | 75.1%-46.7pp | 60.3%-32.0pp |
| Annual return | 15.14% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $790 | $2,757-71.4% | $3,754-79.0% | $2,241-64.8% |
| Participant deferral / active EE | $3,084 | $3,554-13.2% | $5,116-39.7% | $3,767-18.1% |
| Admin fee / account holder | $2,827 | $3,727-24.1% | $8,919-68.3% | $2,969-4.8% |