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 | $197,581 | $71,050+178.1% | $93,606+111.1% | $80,856+144.4% |
| Participation rate | 36.1% | 60.4%-24.3pp | 68.7%-32.6pp | 67.6%-31.5pp |
| Annual return | 13.63% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $579 | $1,564-63.0% | $2,420-76.1% | $2,755-79.0% |
| Participant deferral / active EE | $2,544 | $4,034-36.9% | $4,411-42.3% | $4,296-40.8% |
| Admin fee / account holder | $886 | $6,945-87.2% | $8,285-89.3% | $6,918-87.2% |