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 | $83,415 | $107,015-22.1% | $73,545+13.4% | $147,584-43.5% |
| Participation rate | 22.7% | 66.4%-43.7pp | 54.9%-32.2pp | 82.8%-60.1pp |
| Annual return | 16.78% | 38.25%-21.5pp | -15.16%+31.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $135 | $1,760-92.3% | $1,219-88.9% | $4,876-97.2% |
| Participant deferral / active EE | $1,195 | $2,462-51.5% | $1,806-33.8% | $5,439-78.0% |
| Admin fee / account holder | $3,655 | $3,055+19.6% | $2,320+57.6% | $10,885-66.4% |