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 | $86,675 | $58,828+47.3% | $77,999+11.1% | $62,891+37.8% |
| Participation rate | 57.8% | 71.1%-13.3pp | 75.5%-17.7pp | 69.3%-11.5pp |
| Annual return | 8.94% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $344 | $1,672-79.4% | $2,470-86.1% | $2,281-84.9% |
| Participant deferral / active EE | $1,793 | $2,686-33.2% | $3,497-48.7% | $3,203-44.0% |
| Admin fee / account holder | $3,487 | $4,393-20.6% | $5,480-36.4% | $4,296-18.8% |