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 | $142,702 | $65,041+119.4% | $90,951+56.9% | $79,858+78.7% |
| Participation rate | 11.1% | 61.6%-50.5pp | 69.0%-57.9pp | 69.6%-58.5pp |
| Annual return | 13.06% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $459 | $1,247-63.2% | $2,122-78.4% | $2,471-81.4% |
| Participant deferral / active EE | $1,703 | $2,512-32.2% | $3,373-49.5% | $3,740-54.5% |
| Admin fee / account holder | $383 | $4,536-91.5% | $5,959-93.6% | $5,306-92.8% |