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 | $109,274 | $80,717+35.4% | $154,803-29.4% | $84,808+28.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 14.62% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $973 | $2,761-64.8% | $4,305-77.4% | $2,631-63.0% |
| Participant deferral / active EE | $2,774 | $3,303-16.0% | $5,540-49.9% | $4,212-34.1% |
| Admin fee / account holder | $3,188 | $6,746-52.7% | $14,329-77.8% | $7,344-56.6% |